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IUSG icon

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

Kingsview 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 		$4.86M Buy
25,818
+6,247
+32% +$1.13M 0.06% 307
2026
Q1 		$3.04M Buy
19,571
+5,226
+36% +$860K 0.04% 418
2025
Q4 		$2.41M Sell
14,345
-428
-3% -$71.4K 0.03% 447
2025
Q3 		$2.43M Buy
14,773
+1,602
+12% +$252K 0.04% 420
2025
Q2 		$1.98M Sell
13,171
-307
-2% -$41.6K 0.03% 439
2025
Q1 		$1.71M Sell
13,478
-664
-5% -$91.8K 0.03% 419
2024
Q4 		$1.97M Buy
14,142
+3,626
+34% +$498K 0.04% 394
2024
Q3 		$1.39M Buy
10,516
+2,917
+38% +$371K 0.03% 456
2024
Q2 		$969K Sell
7,599
-21,355
-74% -$2.55M 0.02% 516
2024
Q1 		$3.39M Buy
28,954
+11,475
+66% +$1.28M 0.09% 224
2023
Q4 		$1.82M Buy
17,479
+9,948
+132% +$980K 0.05% 302
2023
Q3 		$714K Buy
7,531
+3,516
+88% +$345K 0.03% 527
2023
Q2 		$392K Buy
4,015
+290
+8% +$26.6K 0.02% 655
2023
Q1 		$331K Sell
3,725
-275
-7% -$23.4K 0.01% 681
2022
Q4 		$326K Buy
4,000
+1,317
+49% +$110K 0.01% 637
2022
Q3 		$215K Buy
+2,683
New +$242K 0.01% 736
2022
Q2 		– Sell
-11,015
Closed -$1.16M – 869
2022
Q1 		$1.16M Buy
11,015
+8,755
+387% +$910K 0.05% 349
2021
Q4 		$261K Sell
2,260
-913
-29% -$102K 0.01% 780
2021
Q3 		$325K Sell
3,173
-559
-15% -$59K 0.02% 662
2021
Q2 		$378K Buy
3,732
+430
+13% +$41.4K 0.02% 637
2021
Q1 		$304K Sell
3,302
-250
-7% -$22.5K 0.02% 636
2020
Q4 		$315K Buy
3,552
+27
+0.8% +$2.27K 0.02% 543
2020
Q3 		$282K Sell
3,525
-24
-0.7% -$1.88K 0.03% 488
2020
Q2 		$255K Buy
+3,549
New +$236K 0.03% 474

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kingsview Wealth Management's IUSG Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 32% in Q2 2026, buying an estimated $1.13M and bringing the position to 25,818 shares worth $4.86M. The position accounts for 0.06% of the portfolio, ranked #307.

Kingsview Wealth Management first reported a position in IUSG in Q2 2020 and has held it in 24 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Kingsview Wealth Management held 25,818 shares of iShares Core S&P US Growth ETF worth $4.86M as of Q2 2026.
  • Kingsview Wealth Management bought 6,247 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.13M.
  • iShares Core S&P US Growth ETF made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Kingsview Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.