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

Innovative Wealth Building’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	$1.4M	Sell	7,433 -655	-8%	-$118K	0.81%	21
2026 Q1	$1.25M	Buy	8,088 +22	+0.3%	+$3.62K	0.88%	20
2025 Q4	$1.35M	Buy	8,066 +157	+2%	+$26.2K	0.99%	20
2025 Q3	$1.3M	Buy	7,909 +152	+2%	+$23.9K	1.01%	19
2025 Q2	$1.17M	Sell	7,757 -3,902	-33%	-$529K	0.97%	19
2025 Q1	$1.48M	Sell	11,659 -55	-0.5%	-$7.61K	1.37%	17
2024 Q4	$1.63M	Buy	+11,714	New	+$1.61M	1.48%	17

Other funds holding IUSG

LPL Financial San Diego, California $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Innovative Wealth Building's IUSG Position: Q2 2026 in Review

Innovative Wealth Building reduced its iShares Core S&P US Growth ETF (IUSG) stake by 8.1% in Q2 2026, selling an estimated $118K and leaving 7,433 shares worth $1.4M. The position accounts for 0.81% of the portfolio, ranked #21.

Innovative Wealth Building first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2024. 603 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Innovative Wealth Building held 7,433 shares of iShares Core S&P US Growth ETF worth $1.4M as of Q2 2026.
Innovative Wealth Building sold 655 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $118K.
iShares Core S&P US Growth ETF made up 0.81% of Innovative Wealth Building's portfolio in Q2 2026, its #21 holding.
Innovative Wealth Building first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
Innovative Wealth Building's iShares Core S&P US Growth ETF position peaked at $1.63M in Q4 2024.
603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.