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

Hilltop 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 		$43M Sell
228,398
-12,853
-5% -$2.32M 21.24% 1
2026
Q1 		$37.4M Buy
241,251
+2,674
+1% +$440K 22.42% 1
2025
Q4 		$40.1M Sell
238,577
-2,797
-1% -$467K 20.12% 1
2025
Q3 		$39.7M Buy
241,374
+327
+0.1% +$51.4K 20.7% 1
2025
Q2 		$36.3M Buy
241,047
+12,375
+5% +$1.68M 20.37% 1
2025
Q1 		$29.1M Sell
228,672
-11,666
-5% -$1.61M 16.41% 1
2024
Q4 		$33.5M Sell
240,338
-3,112
-1% -$427K 16.93% 1
2024
Q3 		$32.1M Sell
243,450
-5,120
-2% -$651K 14.98% 1
2024
Q2 		$31.7M Buy
248,570
+3,626
+1% +$433K 15.9% 1
2024
Q1 		$28.7M Sell
244,944
-1,508
-0.6% -$168K 14.68% 1
2023
Q4 		$25.7M Buy
246,452
+3,595
+1% +$354K 14.63% 1
2023
Q3 		$23M Sell
242,857
-6,668
-3% -$654K 17.82% 1
2023
Q2 		$24.4M Buy
249,525
+6,115
+3% +$561K 17.97% 1
2023
Q1 		$21.6M Buy
243,410
+11,976
+5% +$1.02M 17.38% 1
2022
Q4 		$18.9M Buy
231,434
+9,926
+4% +$830K 16% 2
2022
Q3 		$17.8M Buy
221,508
+10,882
+5% +$980K 18.25% 1
2022
Q2 		$17.6M Buy
+210,626
New +$19.3M 17.17% 2

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

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

Hilltop Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 5.3% in Q2 2026, selling an estimated $2.32M and leaving 228,398 shares worth $43M. The position accounts for 21.24% of the portfolio, ranked #1.

Hilltop Wealth Advisors first reported a position in IUSG in Q2 2022 and has held it in 17 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Hilltop Wealth Advisors held 228,398 shares of iShares Core S&P US Growth ETF worth $43M as of Q2 2026.
  • Hilltop Wealth Advisors sold 12,853 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.32M.
  • iShares Core S&P US Growth ETF made up 21.24% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Hilltop Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.