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IUSG icon

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

GDS 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
Q1 		$809K Sell
5,213
-59
-1% -$9.71K 0.05% 98
2025
Q4 		$885K Buy
5,272
+622
+13% +$104K 0.06% 97
2025
Q3 		$765K Sell
4,650
-173
-4% -$27.2K 0.05% 100
2025
Q2 		$725K Buy
4,823
+481
+11% +$65.2K 0.05% 100
2025
Q1 		$552K Sell
4,342
-921
-17% -$127K 0.05% 108
2024
Q4 		$733K Sell
5,263
-71
-1% -$9.74K 0.07% 97
2024
Q3 		$704K Sell
5,334
-68,371
-93% -$8.69M 0.07% 80
2024
Q2 		$9.4M Sell
73,705
-1,667
-2% -$199K 1.03% 47
2024
Q1 		$8.83M Buy
75,372
+11,550
+18% +$1.28M 1.03% 49
2023
Q4 		$6.64M Buy
63,822
+26,902
+73% +$2.65M 0.9% 48
2023
Q3 		$3.5M Buy
36,920
+22,056
+148% +$2.16M 0.55% 50
2023
Q2 		$1.45M Buy
14,864
+7,893
+113% +$724K 0.24% 55
2023
Q1 		$619K Sell
6,971
-3,722
-35% -$317K 0.11% 67
2022
Q4 		$872K Sell
10,693
-163,851
-94% -$13.7M 0.17% 59
2022
Q3 		$14M Buy
174,544
+48,299
+38% +$4.35M 3.12% 6
2022
Q2 		$10.6M Buy
126,245
+107,704
+581% +$9.87M 2.37% 10
2022
Q1 		$1.84M Buy
18,541
+12,904
+229% +$1.34M 0.41% 47
2021
Q4 		$652K Buy
+5,637
New +$628K 0.15% 68

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GDS Wealth Management's IUSG Position: Q1 2026 in Review

GDS Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q1 2026, selling an estimated $9.71K and leaving 5,213 shares worth $809K. The position accounts for 0.05% of the portfolio, ranked #98.

GDS Wealth Management first reported a position in IUSG in Q4 2021 and has held it in 18 quarters since. The position peaked at $14M in Q3 2022. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • GDS Wealth Management held 5,213 shares of iShares Core S&P US Growth ETF worth $809K as of Q1 2026.
  • GDS Wealth Management sold 59 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $9.71K.
  • iShares Core S&P US Growth ETF made up 0.05% of GDS Wealth Management's portfolio in Q1 2026, its #98 holding.
  • GDS Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • GDS Wealth Management's iShares Core S&P US Growth ETF position peaked at $14M in Q3 2022.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.