FPW
IUSG icon

Flagship Private Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Flagship Private Wealth’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 		$5.45M Buy
28,999
+991
+4% +$179K 1.93% 16
2026
Q1 		$4.34M Sell
28,008
-153
-0.5% -$25.2K 1.76% 18
2025
Q4 		$4.73M Sell
28,161
-888
-3% -$148K 1.86% 16
2025
Q3 		$4.78M Buy
29,049
+1,161
+4% +$182K 1.92% 16
2025
Q2 		$4.19M Buy
27,888
+362
+1% +$49.1K 1.78% 16
2025
Q1 		$3.5M Sell
27,526
-871
-3% -$120K 1.67% 17
2024
Q4 		$3.96M Sell
28,397
-14
-0% -$1.92K 1.91% 16
2024
Q3 		$3.75M Buy
28,411
+1,253
+5% +$159K 1.93% 18
2024
Q2 		$3.46M Buy
27,158
+700
+3% +$83.5K 2.05% 16
2024
Q1 		$3.1M Buy
26,458
+1,806
+7% +$201K 2% 15
2023
Q4 		$2.57M Buy
24,652
+75
+0.3% +$7.39K 1.98% 16
2023
Q3 		$2.33M Sell
24,577
-72
-0.3% -$7.06K 2.05% 15
2023
Q2 		$2.41M Sell
24,649
-67
-0.3% -$6.14K 1.99% 16
2023
Q1 		$2.19M Buy
24,716
+1,371
+6% +$117K 1.96% 16
2022
Q4 		$1.9M Buy
23,345
+1,034
+5% +$86.4K 1.78% 17
2022
Q3 		$1.79M Buy
22,311
+168
+0.8% +$15.1K 1.85% 17
2022
Q2 		$1.85M Buy
22,143
+18
+0.1% +$1.65K 1.8% 17
2022
Q1 		$2.34M Sell
22,125
-1,890
-8% -$196K 1.92% 14
2021
Q4 		$2.78M Sell
24,015
-231
-1% -$25.8K 2.03% 14
2021
Q3 		$2.48M Buy
24,246
+1
+0% +$106 1.98% 15
2021
Q2 		$2.51M Buy
24,245
+1,162
+5% +$112K 1.91% 15
2021
Q1 		$2.17M Sell
23,083
-760
-3% -$68.5K 1.81% 16
2020
Q4 		$2.14M Buy
+23,843
New +$2.01M 1.99% 14

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

Flagship Private Wealth's IUSG Position: Q2 2026 in Review

Flagship Private Wealth increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.5% in Q2 2026, buying an estimated $179K and bringing the position to 28,999 shares worth $5.45M. The position accounts for 1.93% of the portfolio, ranked #16.

Flagship Private Wealth first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Flagship Private Wealth held 28,999 shares of iShares Core S&P US Growth ETF worth $5.45M as of Q2 2026.
  • Flagship Private Wealth bought 991 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $179K.
  • iShares Core S&P US Growth ETF made up 1.93% of Flagship Private Wealth's portfolio in Q2 2026, its #16 holding.
  • Flagship Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.