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IUSG icon

GenWealth Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

GenWealth 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 		$464K Sell
2,468
-57
-2% -$10.3K 0.07% 60
2026
Q1 		$392K Hold
2,525
– – 0.07% 60
2025
Q4 		$429K Hold
2,525
– – 0.07% 61
2025
Q3 		$415K Sell
2,525
-27
-1% -$4.24K 0.08% 54
2025
Q2 		$384K Hold
2,552
– – 0.08% 53
2025
Q1 		$324K Sell
2,552
-49
-2% -$6.78K 0.07% 58
2024
Q4 		$362K Sell
2,601
-194
-7% -$26.6K 0.08% 51
2024
Q3 		$369K Sell
2,795
-7
-0.2% -$890 0.08% 55
2024
Q2 		$357K Sell
2,802
-12
-0.4% -$1.43K 0.09% 52
2024
Q1 		$330K Hold
2,814
– – 0.08% 52
2023
Q4 		$293K Sell
2,814
-889
-24% -$87.6K 0.08% 57
2023
Q3 		$351K Hold
3,703
– – 0.11% 54
2023
Q2 		$362K Sell
3,703
-154
-4% -$14.1K 0.1% 55
2023
Q1 		$342K Sell
3,857
-285
-7% -$24.3K 0.1% 56
2022
Q4 		$338K Hold
4,142
– – 0.11% 58
2022
Q3 		$332K Sell
4,142
-231
-5% -$20.8K 0.11% 44
2022
Q2 		$366K Hold
4,373
– – 0.12% 40
2022
Q1 		$462K Sell
4,373
-22
-0.5% -$2.29K 0.13% 44
2021
Q4 		$508K Sell
4,395
-31
-0.7% -$3.46K 0.14% 46
2021
Q3 		$453K Sell
4,426
-47
-1% -$4.96K 0.13% 45
2021
Q2 		$451K Sell
4,473
-169
-4% -$16.3K 0.13% 42
2021
Q1 		$421K Hold
4,642
– – 0.13% 47
2020
Q4 		$412K Hold
4,642
– – 0.14% 51
2020
Q3 		$377K Sell
4,642
-427
-8% -$33.4K 0.14% 52
2020
Q2 		$368K Sell
5,069
-114
-2% -$7.58K 0.14% 53
2020
Q1 		$295K Sell
5,183
-38
-0.7% -$2.5K 0.13% 47
2019
Q4 		$353K Buy
5,221
+448
+9% +$29K 0.14% 53
2019
Q3 		$300K Hold
4,773
– – 0.12% 55
2019
Q2 		$303K Sell
4,773
-81
-2% -$4.98K 0.13% 56
2019
Q1 		$295K Buy
+4,854
New +$278K 0.13% 55

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GenWealth Group's IUSG Position: Q2 2026 in Review

GenWealth Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.3% in Q2 2026, selling an estimated $10.3K and leaving 2,468 shares worth $464K. The position accounts for 0.07% of the portfolio, ranked #60.

GenWealth Group first reported a position in IUSG in Q1 2019 and has held it in 30 quarters since. The position peaked at $508K in Q4 2021. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • GenWealth Group held 2,468 shares of iShares Core S&P US Growth ETF worth $464K as of Q2 2026.
  • GenWealth Group sold 57 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $10.3K.
  • iShares Core S&P US Growth ETF made up 0.07% of GenWealth Group's portfolio in Q2 2026, its #60 holding.
  • GenWealth Group first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • GenWealth Group's iShares Core S&P US Growth ETF position peaked at $508K in Q4 2021.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.