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Heritage Wealth Management (California)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Heritage Wealth Management (California)’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 		$1.77M Sell
9,418
-317
-3% -$57.3K 0.67% 36
2026
Q1 		$1.51M Hold
9,735
– – 0.83% 34
2025
Q4 		$1.63M Hold
9,735
– – 1.04% 31
2025
Q3 		$1.6M Hold
9,735
– – 1.07% 30
2025
Q2 		$1.46M Hold
9,735
– – 0.98% 29
2025
Q1 		$1.24M Hold
9,735
– – 0.93% 31
2024
Q4 		$1.36M Buy
+9,735
New +$1.34M 0.98% 26

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 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

Heritage Wealth Management (California)'s IUSG Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its iShares Core S&P US Growth ETF (IUSG) stake by 3.3% in Q2 2026, selling an estimated $57.3K and leaving 9,418 shares worth $1.77M. The position accounts for 0.67% of the portfolio, ranked #36.

Heritage Wealth Management (California) first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Heritage Wealth Management (California) held 9,418 shares of iShares Core S&P US Growth ETF worth $1.77M as of Q2 2026.
  • Heritage Wealth Management (California) sold 317 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $57.3K.
  • iShares Core S&P US Growth ETF made up 0.67% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #36 holding.
  • Heritage Wealth Management (California) first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.