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IAG Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

IAG Wealth Partners’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 		$31.8K Hold
169
– – ﹤0.01% 258
2026
Q1 		$26.2K Hold
169
– – ﹤0.01% 271
2025
Q4 		$28.4K Hold
169
– – ﹤0.01% 262
2025
Q3 		$27.8K Hold
169
– – ﹤0.01% 274
2025
Q2 		$25.4K Hold
169
– – ﹤0.01% 260
2025
Q1 		$21.5K Hold
169
– – ﹤0.01% 270
2024
Q4 		$23.6K Hold
169
– – ﹤0.01% 265
2024
Q3 		$22.3K Hold
169
– – ﹤0.01% 271
2024
Q2 		$21.5K Hold
169
– – ﹤0.01% 264
2024
Q1 		$19.8K Hold
169
– – ﹤0.01% 239
2023
Q4 		$17.6K Sell
169
-768
-82% -$75.7K ﹤0.01% 241
2023
Q3 		$88.9K Sell
937
-112
-11% -$11K 0.02% 108
2023
Q2 		$102K Sell
1,049
-183
-15% -$16.8K 0.03% 114
2023
Q1 		$109K Sell
1,232
-18
-1% -$1.53K 0.03% 98
2022
Q4 		$102K Buy
1,250
+531
+74% +$44.4K 0.03% 97
2022
Q3 		$58K Hold
719
– – 0.02% 111
2022
Q2 		$60K Sell
719
-58
-7% -$5.32K 0.02% 114
2022
Q1 		$82K Hold
777
– – 0.03% 101
2021
Q4 		$90K Hold
777
– – 0.03% 94
2021
Q3 		$80K Sell
777
-157
-17% -$16.6K 0.03% 91
2021
Q2 		$95K Hold
934
– – 0.03% 76
2021
Q1 		$85K Hold
934
– – 0.03% 74
2020
Q4 		$83K Hold
934
– – 0.03% 81
2020
Q3 		$75K Hold
934
– – 0.03% 82
2020
Q2 		$68K Hold
934
– – 0.03% 86
2020
Q1 		$54K Hold
934
– – 0.04% 91
2019
Q4 		$64K Buy
+934
New +$60.5K 0.04% 90

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

IAG Wealth Partners's IUSG Position: Q2 2026 in Review

IAG Wealth Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 169 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

IAG Wealth Partners first reported a position in IUSG in Q4 2019 and has held it in 27 quarters since. The position peaked at $109K in Q1 2023. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • IAG Wealth Partners held 169 shares of iShares Core S&P US Growth ETF worth $31.8K as of Q2 2026.
  • IAG Wealth Partners left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #258 holding.
  • IAG Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's iShares Core S&P US Growth ETF position peaked at $109K in Q1 2023.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.