Garrett Wealth Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Garrett Wealth Advisory Group’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	$373K	Sell	1,981 -31	-2%	-$5.6K	0.06%	101
2026 Q1	$312K	Buy	2,012 +1	+0%	+$165	0.06%	104
2025 Q4	$338K	Sell	2,011 -121	-6%	-$20.2K	0.06%	85
2025 Q3	$351K	Sell	2,132 -35	-2%	-$5.5K	0.07%	85
2025 Q2	$326K	Sell	2,167 -395	-15%	-$53.5K	0.07%	83
2025 Q1	$326K	Sell	2,562 -1,335	-34%	-$185K	0.07%	80
2024 Q4	$543K	Sell	3,897 -6,286	-62%	-$863K	0.12%	48
2024 Q3	$1.34M	Buy	10,183 +6,436	+172%	+$818K	0.33%	28
2024 Q2	$478K	Buy	+3,747	New	+$447K	0.18%	50
2019 Q4	–	Sell	-1,160	Closed	-$73K	–	343
2019 Q3	$73K	Buy	+1,160	New	+$73.3K	0.05%	103

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

Garrett Wealth Advisory Group's IUSG Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.5% in Q2 2026, selling an estimated $5.6K and leaving 1,981 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #101.

Garrett Wealth Advisory Group first reported a position in IUSG in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.34M in Q3 2024. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Garrett Wealth Advisory Group held 1,981 shares of iShares Core S&P US Growth ETF worth $373K as of Q2 2026.
Garrett Wealth Advisory Group sold 31 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $5.6K.
iShares Core S&P US Growth ETF made up 0.06% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #101 holding.
Garrett Wealth Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 10 quarters since.
Garrett Wealth Advisory Group's iShares Core S&P US Growth ETF position peaked at $1.34M in Q3 2024.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.