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

Graham Capital 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 Q1	–	Sell	-1,251	Closed	-$210K	–	61
2025 Q4	$210K	Buy	1,251 +1	+0.1%	+$167	0.19%	58
2025 Q3	$206K	Buy	+1,250	New	+$196K	0.21%	67
2024 Q3	–	Sell	-1,583	Closed	-$202K	–	61
2024 Q2	$202K	Buy	+1,583	New	+$189K	0.27%	42
2023 Q2	–	Sell	-1,364	Closed	-$1.21M	–	89
2023 Q1	$1.21M	Buy	+1,364	New	+$116K	0.17%	61

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Graham Capital Wealth Management's IUSG Position: Q1 2026 in Review

Graham Capital Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 1,251 shares — an estimated $210K sold.

Graham Capital Wealth Management first reported a position in IUSG in Q1 2023 and held it in 4 quarters. The position peaked at $1.21M in Q1 2023. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Graham Capital Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Graham Capital Wealth Management sold 1,251 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $210K.
Graham Capital Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and held it in 4 quarters.
Graham Capital Wealth Management's iShares Core S&P US Growth ETF position peaked at $1.21M in Q1 2023.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.