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

Meridian Wealth Advisors’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	$752K	Hold	4,000	–	–	0.09%	119
2026 Q1	$620K	Hold	4,000	–	–	0.08%	125
2025 Q4	$672K	Hold	4,000	–	–	0.09%	114
2025 Q3	$658K	Hold	4,000	–	–	0.09%	109
2025 Q2	$602K	Hold	4,000	–	–	0.1%	111
2025 Q1	$508K	Sell	4,000 -25	-0.6%	-$3.46K	0.09%	109
2024 Q4	$561K	Sell	4,025 -50	-1%	-$6.86K	0.09%	110
2024 Q3	$538K	Hold	4,075	–	–	0.09%	111
2024 Q2	$519K	Hold	4,075	–	–	0.09%	109
2024 Q1	$478K	Hold	4,075	–	–	0.09%	113
2023 Q4	$424K	Hold	4,075	–	–	0.09%	120
2023 Q3	$386K	Hold	4,075	–	–	0.1%	118
2023 Q2	$398K	Hold	4,075	–	–	0.1%	123
2023 Q1	$362K	Hold	4,075	–	–	0.09%	131
2022 Q4	$332K	Hold	4,075	–	–	0.09%	143
2022 Q3	$327K	Hold	4,075	–	–	0.09%	143
2022 Q2	$341K	Hold	4,075	–	–	0.09%	143
2022 Q1	$431K	Hold	4,075	–	–	0.1%	138
2021 Q4	$471K	Hold	4,075	–	–	0.11%	128
2021 Q3	$417K	Hold	4,075	–	–	0.12%	130
2021 Q2	$411K	Hold	4,075	–	–	0.12%	133
2021 Q1	$370K	Hold	4,075	–	–	0.12%	129
2020 Q4	$361K	Sell	4,075 -250	-6%	-$21K	0.13%	126
2020 Q3	$346K	Sell	4,325 -1,520	-26%	-$119K	0.15%	117
2020 Q2	$420K	Sell	5,845 -960	-14%	-$63.8K	0.19%	105
2020 Q1	$388K	Buy	6,805 +970	+17%	+$63.8K	0.21%	86
2019 Q4	$395K	Sell	5,835 -50	-0.8%	-$3.24K	0.16%	105
2019 Q3	$370K	Hold	5,885	–	–	0.16%	107
2019 Q2	$369K	Sell	5,885 -250	-4%	-$15.4K	0.26%	85
2019 Q1	$370K	Buy	6,135 +500	+9%	+$28.7K	0.27%	82
2018 Q4	$297K	Buy	+5,635	New	+$319K	0.23%	90

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Meridian Wealth Advisors's IUSG Position: Q2 2026 in Review

Meridian Wealth Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 4,000 shares worth $752K. The position accounts for 0.09% of the portfolio, ranked #119.

Meridian Wealth Advisors first reported a position in IUSG in Q4 2018 and has held it in 31 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Meridian Wealth Advisors held 4,000 shares of iShares Core S&P US Growth ETF worth $752K as of Q2 2026.
Meridian Wealth Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.09% of Meridian Wealth Advisors's portfolio in Q2 2026, its #119 holding.
Meridian Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 31 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.