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

Golden State 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	$4.38M	Buy	23,285 +2	+0%	+$361	0.4%	52
2026 Q1	$3.61M	Sell	23,283 -500	-2%	-$82.3K	0.39%	50
2025 Q4	$3.99M	Sell	23,783 -431	-2%	-$71.9K	0.42%	46
2025 Q3	$3.98M	Sell	24,214 -943	-4%	-$148K	0.44%	44
2025 Q2	$3.78M	Sell	25,157 -1,669	-6%	-$226K	0.46%	40
2025 Q1	$3.41M	Sell	26,826 -1,021	-4%	-$141K	0.51%	39
2024 Q4	$3.88M	Buy	+27,847	New	+$3.82M	0.58%	33
2022 Q1	$3.76M	Sell	35,593 -258	-0.7%	-$26.8K	0.74%	26
2021 Q4	$4.15M	Sell	35,851 -1,218	-3%	-$136K	0.71%	27
2021 Q3	$3.8M	Sell	37,069 -640	-2%	-$67.6K	0.83%	25
2021 Q2	$3.81M	Sell	37,709 -497	-1%	-$47.9K	0.84%	23
2021 Q1	$3.47M	Sell	38,206 -664	-2%	-$59.8K	1.14%	19
2020 Q4	$3.45M	Sell	38,870 -1,767	-4%	-$149K	1%	19
2020 Q3	$3.25M	Sell	40,637 -8,239	-17%	-$645K	1.09%	20
2020 Q2	$3.38M	Buy	48,876 +3,782	+8%	+$251K	1.09%	16
2020 Q1	$2.57M	Buy	+45,094	New	+$2.97M	1.13%	17
2019 Q4	–	Sell	-63,400	Closed	-$3.99M	–	496
2019 Q3	$3.99M	Buy	63,400 +1,276	+2%	+$80.7K	1.32%	17
2019 Q2	$3.89M	Buy	62,124 +5,356	+9%	+$330K	1.23%	17
2019 Q1	$3.42M	Buy	+56,768	New	+$3.26M	1.14%	19

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 $103B AUM 28.65% 1-Year Est. Return

Golden State Wealth Management's IUSG Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.01% in Q2 2026, buying an estimated $361 and bringing the position to 23,285 shares worth $4.38M. The position accounts for 0.4% of the portfolio, ranked #52.

Golden State Wealth Management first reported a position in IUSG in Q1 2019 and has held it in 19 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Golden State Wealth Management held 23,285 shares of iShares Core S&P US Growth ETF worth $4.38M as of Q2 2026.
Golden State Wealth Management bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
iShares Core S&P US Growth ETF made up 0.4% of Golden State Wealth Management's portfolio in Q2 2026, its #52 holding.
Golden State Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 19 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.