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

FAS Wealth Partners’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 		$79.1K Buy
510
+241
+90% +$39.7K ﹤0.01% 377
2025
Q4 		$45.2K Hold
269
– – ﹤0.01% 400
2025
Q3 		$44.2K Buy
269
+1
+0.4% +$157 ﹤0.01% 378
2025
Q2 		$40.4K Hold
268
– – ﹤0.01% 379
2025
Q1 		$34.1K Hold
268
– – ﹤0.01% 353
2024
Q4 		$37.3K Buy
268
+1
+0.4% +$137 ﹤0.01% 358
2024
Q3 		$35.2K Hold
267
– – ﹤0.01% 367
2024
Q2 		$34K Sell
267
-109
-29% -$13K ﹤0.01% 357
2024
Q1 		$44.1K Buy
376
+110
+41% +$12.2K ﹤0.01% 354
2023
Q4 		$27.7K Sell
266
-130
-33% -$12.8K ﹤0.01% 363
2023
Q3 		$37.6K Buy
396
+91
+30% +$8.93K ﹤0.01% 336
2023
Q2 		$29.8K Sell
305
-5
-2% -$459 ﹤0.01% 335
2023
Q1 		$27.5K Buy
310
+1
+0.3% +$85 ﹤0.01% 362
2022
Q4 		$25.2K Buy
309
+80
+35% +$6.69K ﹤0.01% 361
2022
Q3 		$18K Buy
229
+1
+0.4% +$90 ﹤0.01% 353
2022
Q2 		$19K Buy
228
+1
+0.4% +$92 ﹤0.01% 359
2022
Q1 		$24K Hold
227
– – ﹤0.01% 354
2021
Q4 		$26K Hold
227
– – ﹤0.01% 364
2021
Q3 		$23K Hold
227
– – ﹤0.01% 365
2021
Q2 		$23K Buy
227
+53
+30% +$5.11K ﹤0.01% 347
2021
Q1 		$16K Buy
+174
New +$15.7K ﹤0.01% 329

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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 $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FAS Wealth Partners's IUSG Position: Q1 2026 in Review

FAS Wealth Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 90% in Q1 2026, buying an estimated $39.7K and bringing the position to 510 shares worth $79.1K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

FAS Wealth Partners first reported a position in IUSG in Q1 2021 and has held it in 21 quarters since. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • FAS Wealth Partners held 510 shares of iShares Core S&P US Growth ETF worth $79.1K as of Q1 2026.
  • FAS Wealth Partners bought 241 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $39.7K.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #377 holding.
  • FAS Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.