Mascoma Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.3M | Buy |
91,744
+561
| +0.6% | +$101K | 3.2% | 10 |
|
|
2026
Q1 | $14.1M | Sell |
91,183
-28,648
| -24% | -$4.72M | 2.92% | 12 |
|
|
2025
Q4 | $20.1M | Sell |
119,831
-2,738
| -2% | -$457K | 4.32% | 8 |
|
|
2025
Q3 | $20.2M | Sell |
122,569
-2,803
| -2% | -$440K | 4.45% | 8 |
|
|
2025
Q2 | $18.9M | Sell |
125,372
-24,940
| -17% | -$3.38M | 4.38% | 8 |
|
|
2025
Q1 | $19.1M | Sell |
150,312
-25,057
| -14% | -$3.46M | 4.76% | 7 |
|
|
2024
Q4 | $24.4M | Sell |
175,369
-6,837
| -4% | -$938K | 6.14% | 5 |
|
|
2024
Q3 | $24M | Sell |
182,206
-4,839
| -3% | -$615K | 5.98% | 5 |
|
|
2024
Q2 | $23.8M | Buy |
187,045
+4,507
| +2% | +$538K | 6.33% | 5 |
|
|
2024
Q1 | $21.4M | Sell |
182,538
-11,187
| -6% | -$1.24M | 6.09% | 5 |
|
|
2023
Q4 | $20.2M | Sell |
193,725
-6,727
| -3% | -$663K | 6.06% | 5 |
|
|
2023
Q3 | $19M | Buy |
200,452
+1,060
| +0.5% | +$104K | 5.94% | 5 |
|
|
2023
Q2 | $19.6M | Sell |
199,392
-23,651
| -11% | -$2.17M | 6.01% | 5 |
|
|
2023
Q1 | $20.1M | Sell |
223,043
-13,782
| -6% | -$1.17M | 5.87% | 4 |
|
|
2022
Q4 | $19.3M | Sell |
236,825
-13,595
| -5% | -$1.14M | 6.13% | 3 |
|
|
2022
Q3 | $20.1M | Buy |
250,420
+10,172
| +4% | +$916K | 6.95% | 3 |
|
|
2022
Q2 | $20.1M | Sell |
240,248
-9,690
| -4% | -$888K | 6.87% | 3 |
|
|
2022
Q1 | $26.4M | Buy |
249,938
+1,222
| +0.5% | +$127K | 8.41% | 2 |
|
|
2021
Q4 | $28.8M | Buy |
248,716
+1,162
| +0.5% | +$130K | 9.95% | 2 |
|
|
2021
Q3 | $25.4M | Buy |
247,554
+5,857
| +2% | +$619K | 9.83% | 1 |
|
|
2021
Q2 | $24.4M | Sell |
241,697
-14,187
| -6% | -$1.37M | 10.43% | 1 |
|
|
2021
Q1 | $23.2M | Sell |
255,884
-881
| -0.3% | -$79.4K | 10% | 1 |
|
|
2020
Q4 | $22.8M | Buy |
+256,765
| New | +$21.6M | 11.39% | 1 |
|
|
2019
Q3 | $11.9M | Sell |
189,770
-713
| -0.4% | -$45.1K | 7.52% | 4 |
|
|
2019
Q2 | $11.9M | Sell |
190,483
-29,884
| -14% | -$1.84M | 7.48% | 4 |
|
|
2019
Q1 | $13.3M | Sell |
220,367
-10,054
| -4% | -$577K | 8.92% | 3 |
|
|
2018
Q4 | $12.1M | Sell |
230,421
-27,847
| -11% | -$1.58M | 9.27% | 2 |
|
|
2018
Q3 | $16M | Sell |
258,268
-7,990
| -3% | -$482K | 10.59% | 2 |
|
|
2018
Q2 | $15.2M | Buy |
266,258
+57,907
| +28% | +$3.27M | 10.72% | 2 |
|
|
2018
Q1 | $11.4M | Buy |
208,351
+38,377
| +23% | +$2.15M | 7.5% | 3 |
|
|
2017
Q4 | $9.56M | Buy |
169,974
+1,727
| +1% | +$90.8K | 5.89% | 3 |
|
|
2017
Q3 | $8.49M | Buy |
168,247
+1,253
| +0.8% | +$62.1K | 5.67% | 4 |
|
|
2017
Q2 | $8.05M | Buy |
166,994
+20,020
| +14% | +$956K | 5.43% | 4 |
|
|
2017
Q1 | $6.82M | Sell |
146,974
-68,724
| -32% | -$3.11M | 4.88% | 5 |
|
|
2016
Q4 | $9.26M | Buy |
+215,698
| New | +$9.15M | 6.81% | 3 |
|
Other funds holding IUSG
MFG
BTI
Mascoma Wealth Management's IUSG Position: Q2 2026 in Review
Mascoma Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.62% in Q2 2026, buying an estimated $101K and bringing the position to 91,744 shares worth $17.3M. The position accounts for 3.2% of the portfolio, ranked #10.
Mascoma Wealth Management first reported a position in IUSG in Q4 2016 and has held it in 35 quarters since. The position peaked at $28.8M in Q4 2021. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.
- Mascoma Wealth Management held 91,744 shares of iShares Core S&P US Growth ETF worth $17.3M as of Q2 2026.
- Mascoma Wealth Management bought 561 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $101K.
- iShares Core S&P US Growth ETF made up 3.2% of Mascoma Wealth Management's portfolio in Q2 2026, its #10 holding.
- Mascoma Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2016 and has held it in 35 quarters since.
- Mascoma Wealth Management's iShares Core S&P US Growth ETF position peaked at $28.8M in Q4 2021.
- 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.