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

Horst & Graben 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	$296K	Hold	1,579	–	–	0.04%	167
2026 Q1	$282K	Hold	1,579	–	–	0.04%	159
2025 Q4	$265K	Hold	1,579	–	–	0.04%	150
2025 Q3	$260K	Hold	1,579	–	–	0.04%	154
2025 Q2	$237K	Buy	+1,579	New	+$214K	0.04%	153

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 22.96% 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 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

Horst & Graben Wealth Management's IUSG Position: Q2 2026 in Review

Horst & Graben Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,579 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #167.

Horst & Graben Wealth Management first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Horst & Graben Wealth Management held 1,579 shares of iShares Core S&P US Growth ETF worth $296K as of Q2 2026.
Horst & Graben Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.04% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #167 holding.
Horst & Graben Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.