HWM
IUSG icon

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

HB 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 		$4.74M Buy
25,200
+390
+2% +$70.4K 0.03% 285
2026
Q1 		$3.85M Buy
24,810
+66
+0.3% +$10.9K 0.02% 298
2025
Q4 		$4.16M Sell
24,744
-133
-0.5% -$22.2K 0.03% 281
2025
Q3 		$4.09M Buy
24,877
+1,541
+7% +$242K 0.03% 277
2025
Q2 		$3.51M Sell
23,336
-1,602
-6% -$217K 0.03% 275
2025
Q1 		$3.17M Sell
24,938
-1,050
-4% -$145K 0.03% 296
2024
Q4 		$3.62M Buy
25,988
+1,424
+6% +$195K 0.04% 200
2024
Q3 		$3.24M Buy
24,564
+2
+0% +$254 0.03% 208
2024
Q2 		$3.13M Hold
24,562
– – 0.04% 199
2024
Q1 		$2.88M Sell
24,562
-18
-0.1% -$2K 0.04% 199
2023
Q4 		$2.56M Sell
24,580
-620
-2% -$61.1K 0.04% 192
2023
Q3 		$2.39M Sell
25,200
-213
-0.8% -$20.9K 0.04% 184
2023
Q2 		$2.48M Buy
25,413
+690
+3% +$63.3K 0.04% 179
2023
Q1 		$2.19M Sell
24,723
-549
-2% -$46.8K 0.04% 189
2022
Q4 		$2.06M Buy
25,272
+440
+2% +$36.8K 0.04% 192
2022
Q3 		$1.99M Buy
24,832
+2
+0% +$180 0.04% 175
2022
Q2 		$2.08M Buy
24,830
+2
+0% +$183 0.04% 171
2022
Q1 		$2.62M Buy
24,828
+83
+0.3% +$8.62K 0.05% 156
2021
Q4 		$2.86M Buy
+24,745
New +$2.76M 0.06% 130

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 22.9% 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 $104B AUM 28.3% 1-Year Est. Return

HB Wealth Management's IUSG Position: Q2 2026 in Review

HB Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.6% in Q2 2026, buying an estimated $70.4K and bringing the position to 25,200 shares worth $4.74M. The position accounts for 0.03% of the portfolio, ranked #285.

HB Wealth Management first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • HB Wealth Management held 25,200 shares of iShares Core S&P US Growth ETF worth $4.74M as of Q2 2026.
  • HB Wealth Management bought 390 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $70.4K.
  • iShares Core S&P US Growth ETF made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #285 holding.
  • HB Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.