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

JFS Wealth 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	$144K	Buy	766 +67	+10%	+$12.1K	0.01%	379
2026 Q1	$108K	Sell	699 -1	-0.1%	-$165	0.01%	401
2025 Q4	$118K	Hold	700	–	–	0.01%	383
2025 Q3	$115K	Sell	700 -1,045	-60%	-$164K	0.01%	395
2025 Q2	$263K	Buy	1,745 +1	+0.1%	+$136	0.02%	276
2025 Q1	$222K	Buy	+1,744	New	+$241K	0.02%	289

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JFS Wealth Advisors's IUSG Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 9.6% in Q2 2026, buying an estimated $12.1K and bringing the position to 766 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #379.

JFS Wealth Advisors first reported a position in IUSG in Q1 2025 and has held it in 6 quarters since. The position peaked at $263K in Q2 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

JFS Wealth Advisors held 766 shares of iShares Core S&P US Growth ETF worth $144K as of Q2 2026.
JFS Wealth Advisors bought 67 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $12.1K.
iShares Core S&P US Growth ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #379 holding.
JFS Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 6 quarters since.
JFS Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $263K in Q2 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.