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 Q2	$224K	Buy	+1,191	New	+$215K	0.17%	57
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	-$121K	–	89
2023 Q1	$121K	Buy	+1,364	New	+$116K	0.17%	61

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

Graham Capital Wealth Management's IUSG Position: Q2 2026 in Review

Graham Capital Wealth Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,191 shares worth $224K. The stake represents 0.17% of the portfolio and ranks #57 among its holdings. This is a return to the name: Graham Capital Wealth Management previously reported a position in IUSG as recently as Q4 2025.

Graham Capital Wealth Management first reported a position in IUSG in Q1 2023 and has held it in 5 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Graham Capital Wealth Management held 1,191 shares of iShares Core S&P US Growth ETF worth $224K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Graham Capital Wealth Management position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.17% of Graham Capital Wealth Management's portfolio in Q2 2026, its #57 holding.
Graham Capital Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 5 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.