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

Evoke Wealth’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 		– Sell
-21,075
Closed -$3.27M – 324
2026
Q1 		$3.27M Hold
21,075
– – 0.06% 117
2025
Q4 		$3.54M Hold
21,075
– – 0.07% 114
2025
Q3 		$3.47M Hold
21,075
– – 0.07% 115
2025
Q2 		$3.17M Hold
21,075
– – 0.07% 107
2025
Q1 		$2.68M Hold
21,075
– – 0.07% 111
2024
Q4 		$2.94M Sell
21,075
-92
-0.4% -$12.6K 0.08% 103
2024
Q3 		$2.79M Buy
21,167
+18,597
+724% +$2.36M 0.08% 101
2024
Q2 		$328K Sell
2,570
-18,597
-88% -$2.22M 0.39% 54
2024
Q1 		$2.48M Buy
21,167
+18,597
+724% +$2.07M 0.07% 98
2023
Q4 		$268K Sell
2,570
-17,617
-87% -$1.74M 0.43% 55
2023
Q3 		$1.92M Hold
20,187
– – 0.07% 118
2023
Q2 		$1.97M Hold
20,187
– – 0.07% 110
2023
Q1 		$1.79M Hold
20,187
– – 0.07% 116
2022
Q4 		$1.65M Sell
20,187
-595
-3% -$49.7K 0.06% 124
2022
Q3 		$1.67M Hold
20,782
– – 0.07% 109
2022
Q2 		$1.74M Hold
20,782
– – 0.06% 115
2022
Q1 		$2.2M Hold
20,782
– – 0.07% 112
2021
Q4 		$2.4M Buy
20,782
+3,590
+21% +$400K 0.08% 112
2021
Q3 		$1.76M Buy
17,192
+3,320
+24% +$351K 0.07% 128
2021
Q2 		$1.4M Buy
13,872
+4,887
+54% +$471K 0.05% 144
2021
Q1 		$816K Buy
8,985
+5,745
+177% +$518K 0.04% 167
2020
Q4 		$287K Buy
3,240
+2,020
+166% +$170K 0.02% 205
2020
Q3 		$98K Hold
1,220
– – 0.01% 287
2020
Q2 		$88K Hold
1,220
– – 0.01% 292
2020
Q1 		$69.7K Buy
+1,220
New +$80.3K 0.01% 308
2019
Q4 		– Sell
-1,877
Closed -$118K – 1343
2019
Q3 		$118K Buy
+1,877
New +$119K 0.01% 337

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Evoke Wealth's IUSG Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 21,075 shares — an estimated $3.27M sold.

Evoke Wealth first reported a position in IUSG in Q3 2019 and held it in 26 quarters. The position peaked at $3.54M in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 21,075 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.27M.
  • Evoke Wealth first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and held it in 26 quarters.
  • Evoke Wealth's iShares Core S&P US Growth ETF position peaked at $3.54M in Q4 2025.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.