Kiley Juergens Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kiley Juergens Wealth Management’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	$216K	Buy	+1,151	New	+$208K	0.03%	226
2018 Q4	–	Sell	-1,027	Closed	-$63K	–	338
2018 Q3	$63K	Hold	1,027	–	–	0.05%	206
2018 Q2	$58K	Buy	+1,027	New	+$58K	0.05%	187
2018 Q1	–	Sell	-1,000	Closed	-$53K	–	334
2017 Q4	$53K	Buy	+1,000	New	+$52.6K	0.05%	196

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

Kiley Juergens Wealth Management's IUSG Position: Q2 2026 in Review

Kiley Juergens Wealth Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,151 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #226 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in IUSG as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in IUSG in Q4 2017 and has held it in 4 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Kiley Juergens Wealth Management held 1,151 shares of iShares Core S&P US Growth ETF worth $216K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Kiley Juergens Wealth Management position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #226 holding.
Kiley Juergens Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 4 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.