Golden State Equity Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Golden State Equity Partners’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	–	Sell	-2,842	Closed	-$441K	–	1033
2026 Q1	$441K	Buy	+2,842	New	+$468K	0.03%	483

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

Golden State Equity Partners's IUSG Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 2,842 shares — an estimated $441K sold.

Golden State Equity Partners first reported a position in IUSG in Q1 2026 and held it in 1 quarter. The position peaked at $441K in Q1 2026. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 2,842 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $441K.
Golden State Equity Partners first reported a position in iShares Core S&P US Growth ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's iShares Core S&P US Growth ETF position peaked at $441K in Q1 2026.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.