FWI
IUSG icon

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
Q2 		$166M Buy
884,912
+70,916
+9% +$12.8M 2.39% 11
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
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 $104B AUM 28.3% 1-Year Est. Return

Facet Wealth Inc's IUSG Position: Q2 2026 in Review

Facet Wealth Inc increased its iShares Core S&P US Growth ETF (IUSG) stake by 8.7% in Q2 2026, buying an estimated $12.8M and bringing the position to 884,912 shares worth $166M. The position accounts for 2.39% of the portfolio, ranked #11.

Facet Wealth Inc first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 931 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Facet Wealth Inc held 884,912 shares of iShares Core S&P US Growth ETF worth $166M as of Q2 2026.
  • Facet Wealth Inc bought 70,916 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $12.8M.
  • iShares Core S&P US Growth ETF made up 2.39% of Facet Wealth Inc's portfolio in Q2 2026, its #11 holding.
  • Facet Wealth Inc first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 931 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.