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 Q3	$1.46M	Buy	7,525 +92	+1%	+$17.4K	0.81%	26
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%	-$7.6K	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 $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Innovative Wealth Building's IUSG Position: Q3 2026 in Review

Innovative Wealth Building increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.2% in Q3 2026, buying an estimated $17.4K and bringing the position to 7,525 shares worth $1.46M. The position accounts for 0.81% of the portfolio, ranked #26.

Innovative Wealth Building first reported a position in IUSG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.63M in Q4 2024. 840 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Innovative Wealth Building held 7,525 shares of iShares Core S&P US Growth ETF worth $1.46M as of Q3 2026.
Innovative Wealth Building bought 92 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $17.4K.
iShares Core S&P US Growth ETF made up 0.81% of Innovative Wealth Building's portfolio in Q3 2026, its #26 holding.
Innovative Wealth Building first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 8 quarters since.
Innovative Wealth Building's iShares Core S&P US Growth ETF position peaked at $1.63M in Q4 2024.
840 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.