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

High Point 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 Q3	$1.6M	Buy	8,269 +8	+0.1%	+$1.52K	1.27%	21
2026 Q2	$1.55M	Buy	8,261 +8	+0.1%	+$1.44K	1.27%	20
2026 Q1	$1.28M	Sell	8,253 -809	-9%	-$133K	1.24%	19
2025 Q4	$1.52M	Buy	+9,062	New	+$1.51M	1.43%	18

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

High Point Wealth Management's IUSG Position: Q3 2026 in Review

High Point Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.1% in Q3 2026, buying an estimated $1.52K and bringing the position to 8,269 shares worth $1.6M. The position accounts for 1.27% of the portfolio, ranked #21.

High Point Wealth Management first reported a position in IUSG in Q4 2025 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

High Point Wealth Management held 8,269 shares of iShares Core S&P US Growth ETF worth $1.6M as of Q3 2026.
High Point Wealth Management bought 8 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $1.52K.
iShares Core S&P US Growth ETF made up 1.27% of High Point Wealth Management's portfolio in Q3 2026, its #21 holding.
High Point Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 4 quarters since.
573 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.