Guardian Wealth Advisors (North Carolina)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-193	Closed	-$29.9K	–	486
2026 Q1	$29.9K	Buy	+193	New	+$31.8K	﹤0.01%	474
2025 Q3	–	Sell	-193	Closed	-$29K	–	451
2025 Q2	$29K	Buy	193 +26	+16%	+$3.52K	﹤0.01%	433
2025 Q1	$21.2K	Hold	167	–	–	﹤0.01%	428
2024 Q4	$23.3K	Buy	+167	New	+$22.9K	﹤0.01%	405

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

Guardian Wealth Advisors (North Carolina)'s IUSG Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 193 shares — an estimated $29.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IUSG in Q4 2024 and held it in 4 quarters. The position peaked at $29.9K in Q1 2026. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 193 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $29.9K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Core S&P US Growth ETF position peaked at $29.9K in Q1 2026.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.