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

KFA Private Wealth Group’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 		$324K Sell
2,087
-291
-12% -$47.9K 0.08% 123
2025
Q4 		$399K Buy
2,378
+1
+0% +$167 0.1% 98
2025
Q3 		$391K Hold
2,377
– – 0.11% 86
2025
Q2 		$358K Hold
2,377
– – 0.11% 92
2025
Q1 		$302K Buy
2,377
+1
+0% +$138 0.11% 86
2024
Q4 		$331K Sell
2,376
-734
-24% -$101K 0.14% 66
2024
Q3 		$410K Hold
3,110
– – 0.2% 50
2024
Q2 		$396K Buy
3,110
+1
+0% +$119 0.21% 52
2024
Q1 		$364K Hold
3,109
– – 0.11% 74
2023
Q4 		$324K Buy
3,109
+3
+0.1% +$296 0.12% 71
2023
Q3 		$295K Buy
3,106
+285
+10% +$28K 0.12% 65
2023
Q2 		$275K Hold
2,821
– – 0.11% 66
2023
Q1 		$250K Buy
+2,821
New +$240K 0.11% 71
2022
Q4 		– Sell
-2,821
Closed -$226K – 70
2022
Q3 		$226K Hold
2,821
– – 0.12% 62
2022
Q2 		$236K Sell
2,821
-205
-7% -$18.8K 0.13% 62
2022
Q1 		$320K Hold
3,026
– – 0.16% 56
2021
Q4 		$350K Hold
3,026
– – 0.17% 50
2021
Q3 		$310K Hold
3,026
– – 0.17% 55
2021
Q2 		$306K Hold
3,026
– – 0.17% 54
2021
Q1 		$275K Hold
3,026
– – 0.16% 63
2020
Q4 		$268K Hold
3,026
– – 0.17% 57
2020
Q3 		$242K Sell
3,026
-82
-3% -$6.42K 0.18% 53
2020
Q2 		$223K Buy
+3,108
New +$207K 0.21% 46
2020
Q1 		– Sell
-3,075
Closed -$208K – 54
2019
Q4 		$208K Buy
+3,075
New +$199K 0.19% 49

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

KFA Private Wealth Group's IUSG Position: Q1 2026 in Review

KFA Private Wealth Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q1 2026, selling an estimated $47.9K and leaving 2,087 shares worth $324K. The position accounts for 0.08% of the portfolio, ranked #123.

KFA Private Wealth Group first reported a position in IUSG in Q4 2019 and has held it in 24 quarters since. The position peaked at $410K in Q3 2024. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • KFA Private Wealth Group held 2,087 shares of iShares Core S&P US Growth ETF worth $324K as of Q1 2026.
  • KFA Private Wealth Group sold 291 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $47.9K.
  • iShares Core S&P US Growth ETF made up 0.08% of KFA Private Wealth Group's portfolio in Q1 2026, its #123 holding.
  • KFA Private Wealth Group first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • KFA Private Wealth Group's iShares Core S&P US Growth ETF position peaked at $410K in Q3 2024.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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