KPWS
IUSG icon

Kestra Private Wealth Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kestra Private Wealth Services’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
Q1 		$10.6M Buy
68,225
+3,016
+5% +$496K 0.13% 172
2025
Q4 		$11M Buy
65,209
+4,359
+7% +$727K 0.14% 161
2025
Q3 		$10M Sell
60,850
-6,139
-9% -$964K 0.13% 176
2025
Q2 		$10.1M Sell
66,989
-1,132
-2% -$153K 0.14% 163
2025
Q1 		$8.66M Sell
68,121
-246
-0.4% -$34K 0.14% 167
2024
Q4 		$9.53M Buy
68,367
+15,141
+28% +$2.08M 0.16% 144
2024
Q3 		$7.02M Sell
53,226
-13,029
-20% -$1.66M 0.13% 174
2024
Q2 		$8.45M Sell
66,255
-15,726
-19% -$1.88M 0.17% 136
2024
Q1 		$9.61M Sell
81,981
-28,601
-26% -$3.18M 0.22% 113
2023
Q4 		$11.5M Buy
110,582
+7,519
+7% +$741K 0.29% 83
2023
Q3 		$9.77M Buy
103,063
+13,788
+15% +$1.35M 0.31% 79
2023
Q2 		$8.72M Buy
89,275
+72,197
+423% +$6.62M 0.3% 82
2023
Q1 		$1.52M Buy
17,078
+5,768
+51% +$491K 0.06% 324
2022
Q4 		$922K Buy
11,310
+7,508
+197% +$627K 0.05% 385
2022
Q3 		$305K Buy
3,802
+418
+12% +$37.6K 0.02% 646
2022
Q2 		$283K Sell
3,384
-677
-17% -$62.1K 0.02% 673
2022
Q1 		$429K Sell
4,061
-522
-11% -$54.2K 0.02% 627
2021
Q4 		$530K Buy
4,583
+41
+0.9% +$4.57K 0.03% 569
2021
Q3 		$465K Buy
4,542
+3
+0.1% +$317 0.03% 562
2021
Q2 		$458K Sell
4,539
-29
-0.6% -$2.79K 0.03% 532
2021
Q1 		$415K Buy
4,568
+4
+0.1% +$360 0.03% 503
2020
Q4 		$403K Sell
4,564
-440
-9% -$37K 0.03% 482
2020
Q3 		$400K Buy
+5,004
New +$392K 0.03% 429

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Private Wealth Services's IUSG Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.6% in Q1 2026, buying an estimated $496K and bringing the position to 68,225 shares worth $10.6M. The position accounts for 0.13% of the portfolio, ranked #172.

Kestra Private Wealth Services first reported a position in IUSG in Q3 2020 and has held it in 23 quarters since. The position peaked at $11.5M in Q4 2023. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Kestra Private Wealth Services held 68,225 shares of iShares Core S&P US Growth ETF worth $10.6M as of Q1 2026.
  • Kestra Private Wealth Services bought 3,016 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $496K.
  • iShares Core S&P US Growth ETF made up 0.13% of Kestra Private Wealth Services's portfolio in Q1 2026, its #172 holding.
  • Kestra Private Wealth Services first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's iShares Core S&P US Growth ETF position peaked at $11.5M in Q4 2023.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.