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

Madison Wealth Partners’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 		$77.1M Sell
409,922
-632
-0.2% -$114K 9.81% 1
2026
Q1 		$63.7M Buy
410,554
+9,295
+2% +$1.53M 10.16% 1
2025
Q4 		$67.4M Buy
401,259
+8,274
+2% +$1.38M 12.3% 1
2025
Q3 		$64.7M Sell
392,985
-15,148
-4% -$2.38M 12.79% 1
2025
Q2 		$61.4M Buy
408,133
+17,985
+5% +$2.44M 13.4% 1
2025
Q1 		$49.6M Buy
390,148
+667
+0.2% +$92.2K 12.24% 1
2024
Q4 		$54.3M Buy
389,481
+48,108
+14% +$6.6M 15.17% 2
2024
Q3 		$45M Sell
341,373
-1,085
-0.3% -$138K 13.34% 2
2024
Q2 		$43.7M Buy
342,458
+123
+0% +$14.7K 14.98% 2
2024
Q1 		$40.1M Buy
342,335
+1,618
+0.5% +$180K 14.51% 2
2023
Q4 		$35.5M Buy
340,717
+13,407
+4% +$1.32M 14.06% 2
2023
Q3 		$31M Sell
327,310
-35,760
-10% -$3.51M 15.7% 2
2023
Q2 		$35.5M Sell
363,070
-5,956
-2% -$546K 16.57% 1
2023
Q1 		$32.8M Buy
369,026
+22,151
+6% +$1.89M 16.52% 1
2022
Q4 		$28.3M Buy
346,875
+4,148
+1% +$347K 16.5% 2
2022
Q3 		$27.5M Buy
342,727
+15,835
+5% +$1.43M 17.98% 1
2022
Q2 		$27.4M Buy
326,892
+28,057
+9% +$2.57M 17.38% 1
2022
Q1 		$31.6M Buy
298,835
+14,032
+5% +$1.46M 17.66% 1
2021
Q4 		$32.9M Buy
284,803
+13,851
+5% +$1.54M 16.56% 1
2021
Q3 		$27.7M Buy
270,952
+8,367
+3% +$884K 15.65% 1
2021
Q2 		$26.5M Buy
262,585
+10,413
+4% +$1M 15.18% 1
2021
Q1 		$22.4M Sell
252,172
-1,322
-0.5% -$119K 15.73% 3
2020
Q4 		$22.5M Buy
+253,494
New +$21.3M 15.08% 3

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

Madison Wealth Partners's IUSG Position: Q2 2026 in Review

Madison Wealth Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.15% in Q2 2026, selling an estimated $114K and leaving 409,922 shares worth $77.1M. The position accounts for 9.81% of the portfolio, ranked #1.

Madison Wealth Partners first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Madison Wealth Partners held 409,922 shares of iShares Core S&P US Growth ETF worth $77.1M as of Q2 2026.
  • Madison Wealth Partners sold 632 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $114K.
  • iShares Core S&P US Growth ETF made up 9.81% of Madison Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Madison Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.