GFWA
IUSG icon

Grey Fox Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Grey Fox Wealth Advisors’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 		$1.28M Sell
6,779
-183
-3% -$33.1K 0.2% 64
2026
Q1 		$1.08M Sell
6,962
-58
-0.8% -$9.55K 0.21% 61
2025
Q4 		$1.18M Sell
7,020
-621
-8% -$104K 0.24% 56
2025
Q3 		$1.26M Sell
7,641
-495
-6% -$77.7K 0.26% 56
2025
Q2 		$1.22M Buy
8,136
+573
+8% +$77.7K 0.29% 54
2025
Q1 		$961K Sell
7,563
-10
-0.1% -$1.38K 0.26% 57
2024
Q4 		$1.06M Sell
7,573
-48
-0.6% -$6.59K 0.29% 54
2024
Q3 		$1.01M Sell
7,621
-1,280
-14% -$163K 0.28% 53
2024
Q2 		$1.13M Sell
8,901
-5
-0.1% -$596 0.4% 40
2024
Q1 		$1.04M Sell
8,906
-211
-2% -$23.5K 0.39% 41
2023
Q4 		$949K Sell
9,117
-1,116
-11% -$110K 0.41% 44
2023
Q3 		$974K Buy
10,233
+916
+10% +$89.9K 0.49% 42
2023
Q2 		$910K Sell
9,317
-126
-1% -$11.6K 0.47% 44
2023
Q1 		$838K Sell
9,443
-1,387
-13% -$118K 0.5% 39
2022
Q4 		$883K Buy
+10,830
New +$905K 0.58% 36

Other funds holding IUSG

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Grey Fox Wealth Advisors's IUSG Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.6% in Q2 2026, selling an estimated $33.1K and leaving 6,779 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #64.

Grey Fox Wealth Advisors first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 231 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Grey Fox Wealth Advisors held 6,779 shares of iShares Core S&P US Growth ETF worth $1.28M as of Q2 2026.
  • Grey Fox Wealth Advisors sold 183 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $33.1K.
  • iShares Core S&P US Growth ETF made up 0.2% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 231 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.