Fingerlakes Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Fingerlakes Wealth Management’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	$319K	Buy	1,698 +220	+15%	+$39.7K	0.17%	82
2026 Q1	$229K	Buy	1,478 +2	+0.1%	+$329	0.15%	89
2025 Q4	$248K	Buy	1,476 +2	+0.1%	+$334	0.16%	86
2025 Q3	$242K	Buy	1,474 +96	+7%	+$15.1K	0.16%	84
2025 Q2	$207K	Buy	+1,378	New	+$187K	0.15%	86

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 22.9% 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

Fingerlakes Wealth Management's IUSG Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 15% in Q2 2026, buying an estimated $39.7K and bringing the position to 1,698 shares worth $319K. The position accounts for 0.17% of the portfolio, ranked #82.

Fingerlakes Wealth Management first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Fingerlakes Wealth Management held 1,698 shares of iShares Core S&P US Growth ETF worth $319K as of Q2 2026.
Fingerlakes Wealth Management bought 220 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $39.7K.
iShares Core S&P US Growth ETF made up 0.17% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #82 holding.
Fingerlakes Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.