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GWN Securities’s iShares Core S&P US Growth ETF IUSG Stock Holding History

GWN Securities’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 		$836K Buy
4,445
+21
+0.5% +$3.79K 0.14% 189
2026
Q1 		$686K Sell
4,424
-8
-0.2% -$1.32K 0.13% 199
2025
Q4 		$744K Sell
4,432
-342
-7% -$57K 0.15% 166
2025
Q3 		$787K Sell
4,774
-261
-5% -$41K 0.18% 140
2025
Q2 		$759K Sell
5,035
-416
-8% -$56.4K 0.14% 147
2025
Q1 		$693K Buy
5,451
+3,962
+266% +$548K 0.04% 371
2024
Q4 		$209K Buy
+1,489
New +$204K 0.06% 324

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GWN Securities's IUSG Position: Q2 2026 in Review

GWN Securities increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.47% in Q2 2026, buying an estimated $3.79K and bringing the position to 4,445 shares worth $836K. The position accounts for 0.14% of the portfolio, ranked #189.

GWN Securities first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • GWN Securities held 4,445 shares of iShares Core S&P US Growth ETF worth $836K as of Q2 2026.
  • GWN Securities bought 21 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.79K.
  • iShares Core S&P US Growth ETF made up 0.14% of GWN Securities's portfolio in Q2 2026, its #189 holding.
  • GWN Securities first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.