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

GC Wealth Management RIA’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	$2.32M	Buy	12,343 +305	+3%	+$55.1K	0.13%	137
2026 Q1	$1.87M	Buy	12,038 +10,602	+738%	+$1.75M	0.08%	162
2025 Q4	$241K	Sell	1,436 -1,571	-52%	-$262K	0.01%	489
2025 Q3	$495K	Buy	3,007 +1,571	+109%	+$247K	0.02%	568
2025 Q2	$216K	Sell	1,436 -1,431	-50%	-$194K	0.02%	508
2025 Q1	$364K	Hold	2,867	–	–	0.07%	222
2024 Q4	$400K	Hold	2,867	–	–	0.07%	204
2024 Q3	$378K	Hold	2,867	–	–	0.07%	223
2024 Q2	$365K	Hold	2,867	–	–	0.07%	204
2024 Q1	$336K	Hold	2,867	–	–	0.07%	208
2023 Q4	$298K	Buy	+2,867	New	+$282K	0.13%	157

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

GC Wealth Management RIA's IUSG Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.5% in Q2 2026, buying an estimated $55.1K and bringing the position to 12,343 shares worth $2.32M. The position accounts for 0.13% of the portfolio, ranked #137.

GC Wealth Management RIA first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

GC Wealth Management RIA held 12,343 shares of iShares Core S&P US Growth ETF worth $2.32M as of Q2 2026.
GC Wealth Management RIA bought 305 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $55.1K.
iShares Core S&P US Growth ETF made up 0.13% of GC Wealth Management RIA's portfolio in Q2 2026, its #137 holding.
GC Wealth Management RIA first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.