Kingswood Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kingswood Wealth Advisors’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	$2.21M	Sell	11,727 -24	-0.2%	-$4.33K	0.09%	237
2026 Q1	$1.82M	Buy	11,751 +703	+6%	+$116K	0.09%	251
2025 Q4	$1.86M	Buy	11,048 +6,453	+140%	+$1.08M	0.09%	230
2025 Q3	$756K	Sell	4,595 -62	-1%	-$9.74K	0.05%	359
2025 Q2	$700K	Sell	4,657 -100	-2%	-$13.6K	0.06%	334
2025 Q1	$605K	Sell	4,757 -386	-8%	-$53.4K	0.06%	351
2024 Q4	$717K	Buy	5,143 +1,484	+41%	+$204K	0.05%	347
2024 Q3	$483K	Sell	3,659 -191	-5%	-$24.3K	0.03%	457
2024 Q2	$491K	Sell	3,850 -383	-9%	-$45.7K	0.04%	398
2024 Q1	$496K	Buy	4,233 +72	+2%	+$8.01K	0.06%	351
2023 Q4	$433K	Buy	+4,161	New	+$410K	0.05%	379

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 $103B AUM 28.65% 1-Year Est. Return

Kingswood Wealth Advisors's IUSG Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.2% in Q2 2026, selling an estimated $4.33K and leaving 11,727 shares worth $2.21M. The position accounts for 0.09% of the portfolio, ranked #237.

Kingswood Wealth Advisors first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Kingswood Wealth Advisors held 11,727 shares of iShares Core S&P US Growth ETF worth $2.21M as of Q2 2026.
Kingswood Wealth Advisors sold 24 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $4.33K.
iShares Core S&P US Growth ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #237 holding.
Kingswood Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.