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 Q2	$82.8K	Sell	440 -70	-14%	-$12.6K	﹤0.01%	388
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FAS Wealth Partners's IUSG Position: Q2 2026 in Review

FAS Wealth Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 14% in Q2 2026, selling an estimated $12.6K and leaving 440 shares worth $82.8K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

FAS Wealth Partners first reported a position in IUSG in Q1 2021 and has held it in 22 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

FAS Wealth Partners held 440 shares of iShares Core S&P US Growth ETF worth $82.8K as of Q2 2026.
FAS Wealth Partners sold 70 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $12.6K.
iShares Core S&P US Growth ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #388 holding.
FAS Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 22 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.