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 Q2	$532K	Buy	2,828 +741	+36%	+$134K	0.13%	77
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 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 $104B AUM 28.3% 1-Year Est. Return

KFA Private Wealth Group's IUSG Position: Q2 2026 in Review

KFA Private Wealth Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 36% in Q2 2026, buying an estimated $134K and bringing the position to 2,828 shares worth $532K. The position accounts for 0.13% of the portfolio, ranked #77.

KFA Private Wealth Group first reported a position in IUSG in Q4 2019 and has held it in 25 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

KFA Private Wealth Group held 2,828 shares of iShares Core S&P US Growth ETF worth $532K as of Q2 2026.
KFA Private Wealth Group bought 741 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $134K.
iShares Core S&P US Growth ETF made up 0.13% of KFA Private Wealth Group's portfolio in Q2 2026, its #77 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 25 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.