Glassman Wealth Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Glassman Wealth Services’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	$3.76K	Hold	20	–	–	﹤0.01%	212
2026 Q1	$3.1K	Hold	20	–	–	﹤0.01%	167
2025 Q4	$3.36K	Hold	20	–	–	﹤0.01%	177
2025 Q3	$3.29K	Hold	20	–	–	﹤0.01%	164
2025 Q2	$3.01K	Hold	20	–	–	﹤0.01%	162
2025 Q1	$2.54K	Hold	20	–	–	﹤0.01%	185
2024 Q4	$2.79K	Hold	20	–	–	﹤0.01%	153
2024 Q3	$2.64K	Hold	20	–	–	﹤0.01%	162
2024 Q2	$2.55K	Hold	20	–	–	﹤0.01%	171
2024 Q1	$2.34K	Hold	20	–	–	﹤0.01%	185
2023 Q4	$2.08K	Hold	20	–	–	﹤0.01%	1335
2023 Q3	$1.9K	Hold	20	–	–	﹤0.01%	1347
2023 Q2	$1.95K	Hold	20	–	–	﹤0.01%	1256
2023 Q1	$1.77K	Buy	+20	New	+$1.7K	﹤0.01%	1283

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

Glassman Wealth Services's IUSG Position: Q2 2026 in Review

Glassman Wealth Services held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 20 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Glassman Wealth Services first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Glassman Wealth Services held 20 shares of iShares Core S&P US Growth ETF worth $3.76K as of Q2 2026.
Glassman Wealth Services left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #212 holding.
Glassman Wealth Services first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.