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Integrated Wealth Management (Ohio)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Integrated Wealth Management (Ohio)’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 		$910K Sell
4,836
-1
-0% -$181 0.96% 27
2026
Q1 		$750K Sell
4,837
-616
-11% -$101K 0.86% 32
2025
Q4 		$916K Buy
+5,453
New +$910K 1.03% 34

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 22.96% 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
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 $103B AUM 28.65% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s IUSG Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.02% in Q2 2026, selling an estimated $181 and leaving 4,836 shares worth $910K. The position accounts for 0.96% of the portfolio, ranked #27.

Integrated Wealth Management (Ohio) first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. The position peaked at $916K in Q4 2025. 923 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 4,836 shares of iShares Core S&P US Growth ETF worth $910K as of Q2 2026.
  • Integrated Wealth Management (Ohio) sold 1 iShares Core S&P US Growth ETF share in Q2 2026, an estimated $181.
  • iShares Core S&P US Growth ETF made up 0.96% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #27 holding.
  • Integrated Wealth Management (Ohio) first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealth Management (Ohio)'s iShares Core S&P US Growth ETF position peaked at $916K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.