Instrumental Wealth
IUSG icon

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

Instrumental 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
Q3 		$397K Buy
2,051
+3
+0.1% +$568 0.19% 51
2026
Q2 		$385K Buy
2,048
+3
+0.1% +$542 0.2% 51
2026
Q1 		$317K Buy
2,045
+2
+0.1% +$329 0.2% 46
2025
Q4 		$338K Buy
+2,043
New +$341K 0.2% 43

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Instrumental Wealth's IUSG Position: Q3 2026 in Review

Instrumental Wealth increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.15% in Q3 2026, buying an estimated $568 and bringing the position to 2,051 shares worth $397K. The position accounts for 0.19% of the portfolio, ranked #51.

Instrumental Wealth first reported a position in IUSG in Q4 2025 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Instrumental Wealth held 2,051 shares of iShares Core S&P US Growth ETF worth $397K as of Q3 2026.
  • Instrumental Wealth bought 3 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $568.
  • iShares Core S&P US Growth ETF made up 0.19% of Instrumental Wealth's portfolio in Q3 2026, its #51 holding.
  • Instrumental Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 573 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.