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 Q2	$948K	Sell	5,041 -172	-3%	-$31.1K	0.05%	99
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 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

GDS Wealth Management's IUSG Position: Q2 2026 in Review

GDS Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 3.3% in Q2 2026, selling an estimated $31.1K and leaving 5,041 shares worth $948K. The position accounts for 0.05% of the portfolio, ranked #99.

GDS Wealth Management first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $14M in Q3 2022. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

GDS Wealth Management held 5,041 shares of iShares Core S&P US Growth ETF worth $948K as of Q2 2026.
GDS Wealth Management sold 172 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $31.1K.
iShares Core S&P US Growth ETF made up 0.05% of GDS Wealth Management's portfolio in Q2 2026, its #99 holding.
GDS Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
GDS Wealth Management's iShares Core S&P US Growth ETF position peaked at $14M in Q3 2022.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.