Focus Partners Wealth
IUSG icon

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

Focus Partners 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 		$33.8M Sell
179,638
-2,809
-2% -$507K 0.03% 400
2026
Q1 		$28.3M Buy
182,447
+1,605
+0.9% +$264K 0.03% 416
2025
Q4 		$30.4M Buy
180,842
+138
+0.1% +$23K 0.03% 391
2025
Q3 		$29.7M Sell
180,704
-5,585
-3% -$877K 0.05% 310
2025
Q2 		$28M Buy
186,289
+7,181
+4% +$973K 0.06% 286
2025
Q1 		$22.8M Sell
179,108
-15,655
-8% -$2.16M 0.06% 295
2024
Q4 		$27.4M Sell
194,763
-7,373
-4% -$1.01M 0.07% 252
2024
Q3 		$26.7M Sell
202,136
-220,254
-52% -$28M 0.08% 236
2024
Q2 		$53.8M Buy
422,390
+211,264
+100% +$25.2M 0.18% 125
2024
Q1 		$24.7M Buy
211,126
+26,236
+14% +$2.92M 0.2% 130
2023
Q4 		$19.2M Buy
+184,890
New +$18.2M 0.25% 110

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

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

Focus Partners Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.5% in Q2 2026, selling an estimated $507K and leaving 179,638 shares worth $33.8M. The position accounts for 0.03% of the portfolio, ranked #400.

Focus Partners Wealth first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $53.8M in Q2 2024. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Focus Partners Wealth held 179,638 shares of iShares Core S&P US Growth ETF worth $33.8M as of Q2 2026.
  • Focus Partners Wealth sold 2,809 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $507K.
  • iShares Core S&P US Growth ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #400 holding.
  • Focus Partners Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares Core S&P US Growth ETF position peaked at $53.8M in Q2 2024.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.