IW
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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
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

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
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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Instrumental Wealth's IUSG Position: Q2 2026 in Review

Instrumental Wealth increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.15% in Q2 2026, buying an estimated $542 and bringing the position to 2,048 shares worth $385K. The position accounts for 0.2% of the portfolio, ranked #51.

Instrumental Wealth first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Instrumental Wealth held 2,048 shares of iShares Core S&P US Growth ETF worth $385K as of Q2 2026.
  • Instrumental Wealth bought 3 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $542.
  • iShares Core S&P US Growth ETF made up 0.2% of Instrumental Wealth's portfolio in Q2 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 3 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.