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

Falcon Wealth Planning’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 		$285K Hold
1,517
– – 0.02% 198
2026
Q1 		$235K Buy
1,517
+78
+5% +$12.8K 0.02% 210
2025
Q4 		$242K Hold
1,439
– – 0.02% 185
2025
Q3 		$237K Hold
1,439
– – 0.02% 169
2025
Q2 		$216K Buy
+1,439
New +$195K 0.02% 168

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

Falcon Wealth Planning's IUSG Position: Q2 2026 in Review

Falcon Wealth Planning held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,517 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #198.

Falcon Wealth Planning first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Falcon Wealth Planning held 1,517 shares of iShares Core S&P US Growth ETF worth $285K as of Q2 2026.
  • Falcon Wealth Planning left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #198 holding.
  • Falcon Wealth Planning first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.