KWB Wealth
IUSG icon

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

KWB Wealth’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
Q3 		$321K Sell
1,656
-9
-0.5% -$1.7K 0.03% 149
2026
Q2 		$313K Sell
1,665
-112
-6% -$20.2K 0.03% 145
2026
Q1 		$298K Hold
1,777
– – 0.03% 135
2025
Q4 		$298K Hold
1,777
– – 0.03% 147
2025
Q3 		$267K Sell
1,777
-95
-5% -$14.9K 0.03% 133
2025
Q2 		$238K Buy
1,872
+23
+1% +$3.12K 0.03% 146
2025
Q1 		$258K Sell
1,849
-103
-5% -$14.2K 0.03% 134
2024
Q4 		$258K Sell
1,952
-82
-4% -$11.3K 0.03% 129
2024
Q3 		$259K Sell
2,034
-133
-6% -$16.9K 0.03% 115
2024
Q2 		$254K Sell
2,167
-1,032
-32% -$123K 0.03% 115
2024
Q1 		$375K Sell
3,199
-47
-1% -$5.23K 0.05% 97
2023
Q4 		$338K Sell
3,246
-57
-2% -$5.62K 0.05% 100
2023
Q3 		$323K Sell
3,303
-49
-1% -$4.81K 0.05% 98
2023
Q2 		$327K Sell
3,352
-142
-4% -$13K 0.05% 98
2023
Q1 		$285K Hold
3,494
– – 0.05% 100
2022
Q4 		$285K Hold
3,494
– – 0.05% 95
2022
Q3 		$280K Sell
3,494
-1,789
-34% -$161K 0.06% 86
2022
Q2 		$442K Buy
5,283
+21
+0.4% +$1.92K 0.09% 65
2022
Q1 		$608K Hold
5,262
– – 0.1% 49
2021
Q4 		$608K Sell
5,262
-16
-0.3% -$1.78K 0.1% 49
2021
Q3 		$541K Sell
5,278
-2,235
-30% -$236K 0.1% 50
2021
Q2 		$682K Hold
7,513
– – 0.13% 45
2021
Q1 		$682K Sell
7,513
-2,672
-26% -$241K 0.13% 45
2020
Q4 		$903K Buy
+10,185
New +$857K 0.19% 40

Other funds holding IUSG

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

KWB Wealth's IUSG Position: Q3 2026 in Review

KWB Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.54% in Q3 2026, selling an estimated $1.7K and leaving 1,656 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #149.

KWB Wealth first reported a position in IUSG in Q4 2020 and has held it in 24 quarters since. The position peaked at $903K in Q4 2020. 306 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • KWB Wealth held 1,656 shares of iShares Core S&P US Growth ETF worth $321K as of Q3 2026.
  • KWB Wealth sold 9 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $1.7K.
  • iShares Core S&P US Growth ETF made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #149 holding.
  • KWB Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's iShares Core S&P US Growth ETF position peaked at $903K in Q4 2020.
  • 306 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.