Melone Private Wealth
IUSG icon

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

Melone Private 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 		$679K Sell
3,506
-332
-9% -$62.9K 0.27% 41
2026
Q2 		$722K Sell
3,838
-92
-2% -$16.6K 0.27% 40
2026
Q1 		$610K Buy
3,930
+2
+0.1% +$329 0.25% 42
2025
Q4 		$660K Buy
3,928
+95
+2% +$15.8K 0.28% 42
2025
Q3 		$631K Sell
3,833
-714
-16% -$112K 0.29% 39
2025
Q2 		$680K Hold
4,547
– – 0.35% 36
2025
Q1 		$578K Sell
4,547
-79
-2% -$10.9K 0.3% 37
2024
Q4 		$645K Hold
4,626
– – 0.33% 36
2024
Q3 		$610K Sell
4,626
-223
-5% -$28.4K 0.32% 37
2024
Q2 		$618K Hold
4,849
– – 0.37% 36
2024
Q1 		$568K Sell
4,849
-104
-2% -$11.6K 0.34% 37
2023
Q4 		$516K Sell
4,953
-481
-9% -$47.4K 0.33% 39
2023
Q3 		$515K Hold
5,434
– – 0.37% 38
2023
Q2 		$531K Hold
5,434
– – 0.37% 39
2023
Q1 		$482K Sell
5,434
-169
-3% -$14.4K 0.37% 39
2022
Q4 		$457K Sell
5,603
-7,726
-58% -$646K 0.39% 41
2022
Q3 		$1.12M Buy
13,329
+3
+0% +$270 0.98% 27
2022
Q2 		$1.17M Buy
13,326
+42
+0.3% +$3.85K 0.99% 27
2022
Q1 		$1.28M Sell
13,284
-1,995
-13% -$207K 1.05% 28
2021
Q4 		$1.77M Buy
+15,279
New +$1.7M 1.33% 23

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
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 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
Cutler Investment Counsel
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 14.34% 1-Year Est. Return

Melone Private Wealth's IUSG Position: Q3 2026 in Review

Melone Private Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 8.7% in Q3 2026, selling an estimated $62.9K and leaving 3,506 shares worth $679K. The position accounts for 0.27% of the portfolio, ranked #41.

Melone Private Wealth first reported a position in IUSG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q4 2021. 400 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Melone Private Wealth held 3,506 shares of iShares Core S&P US Growth ETF worth $679K as of Q3 2026.
  • Melone Private Wealth sold 332 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $62.9K.
  • iShares Core S&P US Growth ETF made up 0.27% of Melone Private Wealth's portfolio in Q3 2026, its #41 holding.
  • Melone Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Melone Private Wealth's iShares Core S&P US Growth ETF position peaked at $1.77M in Q4 2021.
  • 400 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

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