Forvis Mazars Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Forvis Mazars Wealth Advisors’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	$541K	Sell	2,875 -385	-12%	-$69.5K	0.01%	292
2026 Q1	$506K	Buy	3,260 +28	+0.9%	+$4.61K	0.01%	287
2025 Q4	$543K	Buy	3,232 +323	+11%	+$53.9K	0.01%	272
2025 Q3	$479K	Buy	2,909 +242	+9%	+$38K	0.01%	293
2025 Q2	$401K	Sell	2,667 -240	-8%	-$32.5K	0.01%	321
2025 Q1	$369K	Hold	2,907	–	–	0.01%	333
2024 Q4	$405K	Buy	2,907 +692	+31%	+$95K	0.01%	342
2024 Q3	$292K	Buy	2,215 +456	+26%	+$58K	0.01%	386
2024 Q2	$224K	Hold	1,759	–	–	0.01%	384
2024 Q1	$206K	Sell	1,759 -183	-9%	-$20.4K	0.01%	383
2023 Q4	$202K	Buy	+1,942	New	+$191K	0.01%	377

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

Forvis Mazars Wealth Advisors's IUSG Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q2 2026, selling an estimated $69.5K and leaving 2,875 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #292.

Forvis Mazars Wealth Advisors first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $543K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Forvis Mazars Wealth Advisors held 2,875 shares of iShares Core S&P US Growth ETF worth $541K as of Q2 2026.
Forvis Mazars Wealth Advisors sold 385 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $69.5K.
iShares Core S&P US Growth ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #292 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
Forvis Mazars Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $543K in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.