JWCA
IUSG icon

J.W. Cole Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

J.W. Cole Advisors’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 		$970K Buy
+5,156
New +$931K 0.02% 764
2026
Q1 		– Sell
-5,093
Closed -$802K – 1116
2025
Q4 		$802K Sell
5,093
-3,240
-39% -$540K 0.02% 717
2025
Q3 		$1.37M Buy
8,333
+555
+7% +$87.2K 0.03% 612
2025
Q2 		$1.17M Buy
7,778
+1,844
+31% +$250K 0.02% 613
2025
Q1 		$754K Sell
5,934
-1,699
-22% -$235K 0.02% 635
2024
Q4 		$1.06M Sell
7,633
-642
-8% -$88.1K 0.04% 398
2024
Q3 		$1.09M Sell
8,275
-193
-2% -$24.5K 0.05% 371
2024
Q2 		$1.08M Sell
8,468
-1,053
-11% -$126K 0.05% 341
2024
Q1 		$1.12M Buy
9,521
+2,317
+32% +$258K 0.06% 326
2023
Q4 		$750K Buy
7,204
+84
+1% +$8.28K 0.04% 361
2023
Q3 		$675K Sell
7,120
-86
-1% -$8.44K 0.05% 340
2023
Q2 		$704K Sell
7,206
-10,292
-59% -$944K 0.05% 344
2023
Q1 		$1.55M Sell
17,498
-1,704
-9% -$145K 0.11% 215
2022
Q4 		$1.57M Sell
19,202
-3,296
-15% -$275K 0.12% 198
2022
Q3 		$1.8M Buy
22,498
+587
+3% +$52.9K 0.15% 161
2022
Q2 		$1.83M Buy
21,911
+2,949
+16% +$270K 0.15% 165
2022
Q1 		$2M Sell
18,962
-1,019
-5% -$106K 0.13% 176
2021
Q4 		$2.31M Buy
+19,981
New +$2.23M 0.15% 164
2021
Q3 		– Sell
-16,067
Closed -$1.62M – 607
2021
Q2 		$1.62M Buy
16,067
+1,075
+7% +$104K 0.13% 187
2021
Q1 		$1.36M Buy
14,992
+333
+2% +$30K 0.13% 192
2020
Q4 		$1.3M Buy
14,659
+7,046
+93% +$593K 0.14% 186
2020
Q3 		$609K Sell
7,613
-2,824
-27% -$221K 0.05% 362
2020
Q2 		$750K Buy
+10,437
New +$693K 0.11% 187
2020
Q1 		– Sell
-7,646
Closed -$517K – 305
2019
Q4 		$517K Buy
+7,646
New +$495K 0.07% 299

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 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

J.W. Cole Advisors's IUSG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 5,156 shares worth $970K. The stake represents 0.02% of the portfolio and ranks #764 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IUSG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IUSG in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.31M in Q4 2021. 387 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • J.W. Cole Advisors held 5,156 shares of iShares Core S&P US Growth ETF worth $970K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #764 holding.
  • J.W. Cole Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's iShares Core S&P US Growth ETF position peaked at $2.31M in Q4 2021.
  • 387 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.