Fourth Dimension Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Fourth Dimension 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	$804K	Sell	4,273 -988	-19%	-$178K	0.25%	72
2026 Q1	$816K	Buy	5,261 +451	+9%	+$74.2K	0.31%	57
2025 Q4	$808K	Buy	4,810 +314	+7%	+$52.4K	0.29%	59
2025 Q3	$740K	Buy	4,496 +193	+4%	+$30.3K	0.28%	58
2025 Q2	$647K	Buy	4,303 +426	+11%	+$57.7K	0.27%	60
2025 Q1	$493K	Buy	3,877 +56	+1%	+$7.74K	0.24%	71
2024 Q4	$532K	Buy	+3,821	New	+$524K	0.28%	61

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 $104B AUM 28.3% 1-Year Est. Return

Fourth Dimension Wealth's IUSG Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 19% in Q2 2026, selling an estimated $178K and leaving 4,273 shares worth $804K. The position accounts for 0.25% of the portfolio, ranked #72.

Fourth Dimension Wealth first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. The position peaked at $816K in Q1 2026. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Fourth Dimension Wealth held 4,273 shares of iShares Core S&P US Growth ETF worth $804K as of Q2 2026.
Fourth Dimension Wealth sold 988 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $178K.
iShares Core S&P US Growth ETF made up 0.25% of Fourth Dimension Wealth's portfolio in Q2 2026, its #72 holding.
Fourth Dimension Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's iShares Core S&P US Growth ETF position peaked at $816K in Q1 2026.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.