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

ForthRight 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	$32.3M	Sell	171,918 -1,626	-0.9%	-$294K	8.27%	5
2026 Q1	$26.9M	Sell	173,544 -2,581	-1%	-$425K	7.64%	5
2025 Q4	$29.6M	Sell	176,125 -3,773	-2%	-$629K	8.5%	4
2025 Q3	$29.6M	Sell	179,898 -1,178	-0.7%	-$185K	8.6%	4
2025 Q2	$27.2M	Buy	181,076 +6,323	+4%	+$857K	8.49%	4
2025 Q1	$22.2M	Buy	174,753 +1,386	+0.8%	+$192K	7.43%	5
2024 Q4	$24.2M	Sell	173,367 -4,147	-2%	-$569K	8.05%	5
2024 Q3	$23.4M	Sell	177,514 -14,940	-8%	-$1.9M	7.8%	5
2024 Q2	$24.5M	Sell	192,454 -10,589	-5%	-$1.26M	8.82%	4
2024 Q1	$23.8M	Sell	203,043 -1,924	-0.9%	-$214K	8.54%	4
2023 Q4	$21.3M	Buy	204,967 +2,643	+1%	+$260K	8.27%	4
2023 Q3	$19.2M	Sell	202,324 -2,258	-1%	-$222K	8.27%	4
2023 Q2	$20M	Sell	204,582 -3,287	-2%	-$301K	8.35%	4
2023 Q1	$18.5M	Buy	207,869 +5,297	+3%	+$451K	8.45%	4
2022 Q4	$16.5M	Buy	202,572 +2,096	+1%	+$175K	8.45%	4
2022 Q3	$16.1M	Buy	200,476 +3,211	+2%	+$289K	9.43%	4
2022 Q2	$16.5M	Sell	197,265 -9,945	-5%	-$912K	9.18%	4
2022 Q1	$21.9M	Buy	207,210 +24,461	+13%	+$2.54M	11.32%	3
2021 Q4	$21.1M	Sell	182,749 -6,472	-3%	-$721K	11.55%	3
2021 Q3	$19.4M	Buy	189,221 +3,444	+2%	+$364K	11.76%	3
2021 Q2	$18.8M	Buy	185,777 +2,292	+1%	+$221K	11.9%	3
2021 Q1	$16.7M	Sell	183,485 -12,886	-7%	-$1.16M	11.3%	3
2020 Q4	$17.4M	Buy	+196,371	New	+$16.5M	13.68%	3

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 $103B AUM 28.65% 1-Year Est. Return

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

ForthRight Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.94% in Q2 2026, selling an estimated $294K and leaving 171,918 shares worth $32.3M. The position accounts for 8.27% of the portfolio, ranked #5.

ForthRight Wealth Management first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

ForthRight Wealth Management held 171,918 shares of iShares Core S&P US Growth ETF worth $32.3M as of Q2 2026.
ForthRight Wealth Management sold 1,626 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $294K.
iShares Core S&P US Growth ETF made up 8.27% of ForthRight Wealth Management's portfolio in Q2 2026, its #5 holding.
ForthRight Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.