IFWM
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Institute for Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Institute for Wealth Management’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 		$22.6K Buy
+120
New +$21.7K ﹤0.01% 1092
2020
Q1 		– Sell
-120
Closed -$8K – 535
2019
Q4 		$8K Buy
+120
New +$7.77K ﹤0.01% 614

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 22.9% 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

Institute for Wealth Management's IUSG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 120 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #1092 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IUSG as recently as Q4 2019.

Institute for Wealth Management first reported a position in IUSG in Q4 2019 and has held it in 2 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Institute for Wealth Management held 120 shares of iShares Core S&P US Growth ETF worth $22.6K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1092 holding.
  • Institute for Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 2 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.