IWMWV
IUSG icon

Ironwood Wealth Management (West Virginia)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ironwood Wealth Management (West Virginia)’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 		$14.2M Sell
75,302
-615
-0.8% -$111K 5.99% 9
2026
Q1 		$12.5M Sell
75,917
-38
-0.1% -$6.25K 5.6% 10
2025
Q4 		$12.9M Sell
75,955
-2,464
-3% -$411K 5.8% 9
2025
Q3 		$12.6M Sell
78,419
-10,101
-11% -$1.59M 5.79% 10
2025
Q2 		$13.3M Sell
88,520
-1,941
-2% -$263K 6.28% 7
2025
Q1 		$11M Sell
90,461
-1,857
-2% -$257K 5.74% 10
2024
Q4 		$12.8M Sell
92,318
-2,648
-3% -$363K 6.31% 8
2024
Q3 		$12.5M Sell
94,966
-1,865
-2% -$237K 6.13% 9
2024
Q2 		$12.7M Sell
96,831
-700
-0.7% -$83.5K 6.42% 9
2024
Q1 		$11.5M Sell
97,531
-913
-0.9% -$102K 6.02% 9
2023
Q4 		$10.3M Buy
98,444
+189
+0.2% +$18.6K 5.63% 9
2023
Q3 		$9.3M Sell
98,255
-374
-0.4% -$36.7K 5.56% 9
2023
Q2 		$9.55M Buy
98,629
+182
+0.2% +$16.7K 5.56% 9
2023
Q1 		$8.76M Buy
98,447
+195
+0.2% +$16.6K 5.22% 9
2022
Q4 		$8.21M Buy
98,252
+1,619
+2% +$135K 4.8% 10
2022
Q3 		$7.85M Buy
96,633
+364
+0.4% +$32.8K 5.64% 8
2022
Q2 		$8.45M Buy
96,269
+1,561
+2% +$143K 5.8% 8
2022
Q1 		$10M Sell
94,708
-12,954
-12% -$1.35M 7.22% 7
2021
Q4 		$12.4M Sell
107,662
-552
-0.5% -$61.5K 8.71% 6
2021
Q3 		$11.1M Sell
108,214
-20,564
-16% -$2.17M 8.22% 6
2021
Q2 		$13M Buy
128,778
+915
+0.7% +$88.2K 9.33% 6
2021
Q1 		$11.6M Sell
127,863
-261
-0.2% -$23.5K 9.18% 6
2020
Q4 		$11.4M Buy
+128,124
New +$10.8M 10.24% 5

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

Ironwood Wealth Management (West Virginia)'s IUSG Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.81% in Q2 2026, selling an estimated $111K and leaving 75,302 shares worth $14.2M. The position accounts for 5.99% of the portfolio, ranked #9.

Ironwood Wealth Management (West Virginia) first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. 923 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 75,302 shares of iShares Core S&P US Growth ETF worth $14.2M as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) sold 615 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $111K.
  • iShares Core S&P US Growth ETF made up 5.99% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #9 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 923 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.