IWS
IUSG icon

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

Insight Wealth Strategies’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 		$916K Buy
4,888
+4
+0.1% +$723 0.09% 105
2026
Q1 		$758K Sell
4,884
-861
-15% -$142K 0.08% 116
2025
Q4 		$965K Buy
5,745
+5
+0.1% +$834 0.11% 107
2025
Q3 		$944K Buy
5,740
+4
+0.1% +$628 0.11% 106
2025
Q2 		$854K Buy
5,736
+5
+0.1% +$678 0.11% 104
2025
Q1 		$728K Buy
5,731
+4
+0.1% +$553 0.1% 111
2024
Q4 		$798K Sell
5,727
-425
-7% -$58.3K 0.11% 108
2024
Q3 		$811K Buy
6,152
+263
+4% +$33.4K 0.11% 115
2024
Q2 		$751K Buy
5,889
+4
+0.1% +$477 0.11% 121
2024
Q1 		$690K Buy
5,885
+4
+0.1% +$445 0.1% 125
2023
Q4 		$612K Buy
5,881
+8
+0.1% +$788 0.1% 124
2023
Q3 		$557K Sell
5,873
-566
-9% -$55.5K 0.11% 113
2023
Q2 		$629K Buy
6,439
+8
+0.1% +$734 0.12% 104
2023
Q1 		$571K Buy
6,431
+12
+0.2% +$1.02K 0.11% 104
2022
Q4 		$523K Sell
6,419
-1,022
-14% -$85.4K 0.1% 104
2022
Q3 		$623K Hold
7,441
– – 0.12% 109
2022
Q2 		$623K Sell
7,441
-204,606
-96% -$18.8M 0.12% 109
2022
Q1 		$22.4M Buy
212,047
+2,364
+1% +$246K 3.3% 15
2021
Q4 		$24.2M Buy
209,683
+5,760
+3% +$642K 3.46% 12
2021
Q3 		$20.9M Sell
203,923
-11,749
-5% -$1.24M 2.94% 17
2021
Q2 		$21.8M Sell
215,672
-28,752
-12% -$2.77M 3.1% 17
2021
Q1 		$22.2M Buy
244,424
+35,778
+17% +$3.22M 2.97% 16
2020
Q4 		$18.5M Sell
208,646
-51,506
-20% -$4.33M 3.14% 13
2020
Q3 		$20.8M Buy
260,152
+45,061
+21% +$3.53M 3.86% 11
2020
Q2 		$15.5M Buy
215,091
+17,442
+9% +$1.16M 3.44% 9
2020
Q1 		$11.3M Buy
197,649
+170,966
+641% +$11.3M 3% 9
2019
Q4 		$1.8M Buy
26,683
+1,326
+5% +$85.9K 0.38% 55
2019
Q3 		$1.59M Buy
25,357
+347
+1% +$21.9K 0.37% 53
2019
Q2 		$1.57M Buy
25,010
+425
+2% +$26.1K 0.38% 47
2019
Q1 		$1.48M Buy
24,585
+8,777
+56% +$503K 0.41% 47
2018
Q4 		$833K Buy
+15,808
New +$896K 0.26% 61

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Insight Wealth Strategies's IUSG Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.08% in Q2 2026, buying an estimated $723 and bringing the position to 4,888 shares worth $916K. The position accounts for 0.09% of the portfolio, ranked #105.

Insight Wealth Strategies first reported a position in IUSG in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.2M in Q4 2021. 603 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Insight Wealth Strategies held 4,888 shares of iShares Core S&P US Growth ETF worth $916K as of Q2 2026.
  • Insight Wealth Strategies bought 4 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $723.
  • iShares Core S&P US Growth ETF made up 0.09% of Insight Wealth Strategies's portfolio in Q2 2026, its #105 holding.
  • Insight Wealth Strategies first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares Core S&P US Growth ETF position peaked at $24.2M in Q4 2021.
  • 603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.