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

Facet Wealth Inc’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 Q1	$126M	Buy	813,996 +40,694	+5%	+$6.7M	2.19%	13
2025 Q4	$133M	Buy	773,302 +45,371	+6%	+$7.57M	2.35%	11
2025 Q3	$120M	Buy	727,931 +20,233	+3%	+$3.18M	2.48%	11
2025 Q2	$110M	Buy	707,698 +36,997	+6%	+$5.02M	2.5%	11
2025 Q1	$89.2M	Sell	670,701 -26,847	-4%	-$3.71M	2.31%	13
2024 Q4	$100M	Sell	697,548 -371,296	-35%	-$51M	2.66%	11
2024 Q3	$141M	Buy	1,068,844 +39,643	+4%	+$5.04M	4.01%	7
2024 Q2	$126M	Buy	1,029,201 +58,465	+6%	+$6.97M	3.89%	6
2024 Q1	$114M	Buy	970,736 +53,585	+6%	+$5.96M	3.84%	6
2023 Q4	$102M	Buy	917,151 +88,634	+11%	+$8.73M	3.89%	6
2023 Q3	$76.5M	Buy	828,517 +46,451	+6%	+$4.56M	3.76%	6
2023 Q2	$77.3M	Buy	782,066 +150,555	+24%	+$13.8M	3.93%	6
2023 Q1	$56.1M	Buy	631,511 +62,233	+11%	+$5.3M	3.39%	7
2022 Q4	$49.5M	Buy	+569,278	New	+$47.6M	3.14%	7

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Facet Wealth Inc's IUSG Position: Q1 2026 in Review

Facet Wealth Inc increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.3% in Q1 2026, buying an estimated $6.7M and bringing the position to 813,996 shares worth $126M. The position accounts for 2.19% of the portfolio, ranked #13.

Facet Wealth Inc first reported a position in IUSG in Q4 2022 and has held it in 14 quarters since. The position peaked at $141M in Q3 2024. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Facet Wealth Inc held 813,996 shares of iShares Core S&P US Growth ETF worth $126M as of Q1 2026.
Facet Wealth Inc bought 40,694 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $6.7M.
iShares Core S&P US Growth ETF made up 2.19% of Facet Wealth Inc's portfolio in Q1 2026, its #13 holding.
Facet Wealth Inc first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 14 quarters since.
Facet Wealth Inc's iShares Core S&P US Growth ETF position peaked at $141M in Q3 2024.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.