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

Meridian Wealth Management’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 		$1.06M Buy
5,612
+107
+2% +$19.3K 0.03% 370
2026
Q1 		$854K Buy
5,505
+94
+2% +$15.5K 0.03% 384
2025
Q4 		$909K Buy
5,411
+259
+5% +$43.2K 0.03% 368
2025
Q3 		$848K Buy
5,152
+4
+0.1% +$628 0.03% 362
2025
Q2 		$774K Buy
5,148
+96
+2% +$13K 0.03% 360
2025
Q1 		$642K Sell
5,052
-11
-0.2% -$1.52K 0.03% 369
2024
Q4 		$705K Sell
5,063
-4,544
-47% -$624K 0.03% 349
2024
Q3 		$1.27M Buy
+9,607
New +$1.22M 0.06% 240
2024
Q2 		– Sell
-9,544
Closed -$1.12M – 413
2024
Q1 		$1.12M Sell
9,544
-691
-7% -$76.9K 0.19% 88
2023
Q4 		$1.07M Sell
10,235
-10,129
-50% -$998K 0.07% 244
2023
Q3 		$1.93M Buy
20,364
+10,195
+100% +$1M 0.12% 157
2023
Q2 		$993K Sell
10,169
-266
-3% -$24.4K 0.08% 200
2023
Q1 		$926K Buy
10,435
+142
+1% +$12.1K 0.08% 217
2022
Q4 		$839K Sell
10,293
-41
-0.4% -$3.43K 0.08% 223
2022
Q3 		$829K Sell
10,334
-6,032
-37% -$543K 0.09% 210
2022
Q2 		$1.37M Buy
+16,366
New +$1.5M 0.11% 198

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Meridian Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.9% in Q2 2026, buying an estimated $19.3K and bringing the position to 5,612 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #370.

Meridian Wealth Management first reported a position in IUSG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.93M in Q3 2023. 603 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Meridian Wealth Management held 5,612 shares of iShares Core S&P US Growth ETF worth $1.06M as of Q2 2026.
  • Meridian Wealth Management bought 107 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $19.3K.
  • iShares Core S&P US Growth ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Meridian Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Meridian Wealth Management's iShares Core S&P US Growth ETF position peaked at $1.93M in Q3 2023.
  • 603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.