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

Imprint Wealth’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	$28K	Hold	149	–	–	0.11%	73
2026 Q1	$23.1K	Hold	149	–	–	0.11%	79
2025 Q4	$25K	Hold	149	–	–	0.12%	84
2025 Q3	$24.5K	Buy	+149	New	+$23.4K	0.08%	112
2024 Q1	$660K	Buy	5,623 +134	+2%	+$14.9K	0.16%	129
2023 Q4	$572K	Sell	5,489 -194	-3%	-$19.1K	0.46%	68
2023 Q3	$541K	Buy	5,683 +369	+7%	+$36.2K	0.46%	63
2023 Q2	$519K	Buy	5,314 +1,916	+56%	+$176K	0.33%	83
2023 Q1	$302K	Buy	+3,398	New	+$289K	0.2%	127

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

Imprint Wealth's IUSG Position: Q2 2026 in Review

Imprint Wealth held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 149 shares worth $28K. The position accounts for 0.11% of the portfolio, ranked #73.

Imprint Wealth first reported a position in IUSG in Q1 2023 and has held it in 9 quarters since. The position peaked at $660K in Q1 2024. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Imprint Wealth held 149 shares of iShares Core S&P US Growth ETF worth $28K as of Q2 2026.
Imprint Wealth left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.11% of Imprint Wealth's portfolio in Q2 2026, its #73 holding.
Imprint Wealth first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 9 quarters since.
Imprint Wealth's iShares Core S&P US Growth ETF position peaked at $660K in Q1 2024.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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