EverSource Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

EverSource Wealth Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$265K	Sell	1,411 -1,202	-46%	-$217K	0.01%	866
2026 Q1	$405K	Buy	2,613 +786	+43%	+$129K	0.01%	698
2025 Q4	$307K	Buy	1,827 +595	+48%	+$99.2K	0.01%	746
2025 Q3	$203K	Hold	1,232	–	–	0.01%	895
2025 Q2	$185K	Sell	1,232 -29	-2%	-$3.93K	0.01%	888
2025 Q1	$160K	Sell	1,261 -32	-2%	-$4.42K	0.01%	745
2024 Q4	$180K	Buy	1,293 +61	+5%	+$8.37K	0.01%	692
2024 Q3	$163K	Hold	1,232	–	–	0.01%	627
2024 Q2	$155K	Hold	1,232	–	–	0.01%	645
2024 Q1	$139K	Hold	1,232	–	–	0.01%	600
2023 Q4	$128K	Hold	1,232	–	–	0.01%	559
2023 Q3	$117K	Hold	1,232	–	–	0.01%	516
2023 Q2	$120K	Hold	1,232	–	–	0.01%	520
2023 Q1	$109K	Buy	1,232 +362	+42%	+$30.8K	0.01%	514
2022 Q4	$70.9K	Buy	870 +499	+135%	+$41.7K	0.01%	625
2022 Q3	$30K	Sell	371 -139	-27%	-$12.5K	0.01%	770
2022 Q2	$43K	Sell	510 -29	-5%	-$2.66K	0.01%	659
2022 Q1	$57K	Sell	539 -88	-14%	-$9.14K	0.01%	447
2021 Q4	$73K	Buy	+627	New	+$69.9K	0.02%	357

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

EverSource Wealth Advisors's IUSG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 46% in Q2 2026, selling an estimated $217K and leaving 1,411 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #866.

EverSource Wealth Advisors first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $405K in Q1 2026. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

EverSource Wealth Advisors held 1,411 shares of iShares Core S&P US Growth ETF worth $265K as of Q2 2026.
EverSource Wealth Advisors sold 1,202 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $217K.
iShares Core S&P US Growth ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #866 holding.
EverSource Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $405K in Q1 2026.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.