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 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

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CSWG

Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Melone Private Wealth's IUSG Position: Q2 2026 in Review

Melone Private Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.3% in Q2 2026, selling an estimated $16.6K and leaving 3,838 shares worth $722K. The position accounts for 0.27% of the portfolio, ranked #40.

Melone Private Wealth first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.77M in Q4 2021. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Melone Private Wealth held 3,838 shares of iShares Core S&P US Growth ETF worth $722K as of Q2 2026.
Melone Private Wealth sold 92 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $16.6K.
iShares Core S&P US Growth ETF made up 0.27% of Melone Private Wealth's portfolio in Q2 2026, its #40 holding.
Melone Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
Melone Private Wealth's iShares Core S&P US Growth ETF position peaked at $1.77M in Q4 2021.
434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.