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

HHM 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	$105K	Sell	558 -80	-13%	-$14.5K	0.01%	283
2026 Q1	$99K	Sell	638 -93	-13%	-$15.3K	0.01%	269
2025 Q4	$123K	Hold	731	–	–	0.01%	246
2025 Q3	$120K	Hold	731	–	–	0.01%	260
2025 Q2	$110K	Hold	731	–	–	0.01%	265
2025 Q1	$92.9K	Buy	731 +576	+372%	+$79.6K	0.01%	272
2024 Q4	$21.6K	Hold	155	–	–	﹤0.01%	492
2024 Q3	$20.4K	Hold	155	–	–	﹤0.01%	465
2024 Q2	$19.8K	Hold	155	–	–	﹤0.01%	454
2024 Q1	$18.2K	Hold	155	–	–	﹤0.01%	429
2023 Q4	$16.1K	Hold	155	–	–	﹤0.01%	443
2023 Q3	$14.7K	Hold	155	–	–	﹤0.01%	450
2023 Q2	$15.1K	Hold	155	–	–	﹤0.01%	459
2023 Q1	$13.8K	Hold	155	–	–	﹤0.01%	467
2022 Q4	$12.6K	Hold	155	–	–	﹤0.01%	423
2022 Q3	$12K	Hold	155	–	–	﹤0.01%	412
2022 Q2	$13K	Hold	155	–	–	﹤0.01%	486
2022 Q1	$16K	Hold	155	–	–	﹤0.01%	466
2021 Q4	$18K	Hold	155	–	–	﹤0.01%	443
2021 Q3	$16K	Hold	155	–	–	﹤0.01%	440
2021 Q2	$16K	Hold	155	–	–	﹤0.01%	427
2021 Q1	$14K	Hold	155	–	–	﹤0.01%	419
2020 Q4	$14K	Hold	155	–	–	﹤0.01%	390
2020 Q3	$12K	Buy	+155	New	+$12.1K	﹤0.01%	370

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

HHM Wealth Advisors's IUSG Position: Q2 2026 in Review

HHM Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q2 2026, selling an estimated $14.5K and leaving 558 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #283.

HHM Wealth Advisors first reported a position in IUSG in Q3 2020 and has held it in 24 quarters since. The position peaked at $123K in Q4 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

HHM Wealth Advisors held 558 shares of iShares Core S&P US Growth ETF worth $105K as of Q2 2026.
HHM Wealth Advisors sold 80 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $14.5K.
iShares Core S&P US Growth ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #283 holding.
HHM Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 24 quarters since.
HHM Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $123K in Q4 2025.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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