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

Merkkuri 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	$8.05M	Buy	42,803 +4,461	+12%	+$806K	4.99%	2
2026 Q1	$5.95M	Buy	38,342 +657	+2%	+$108K	3.94%	4
2025 Q4	$6.33M	Sell	37,685 -4,144	-10%	-$691K	4.31%	3
2025 Q3	$6.88M	Buy	41,829 +686	+2%	+$108K	4.99%	3
2025 Q2	$6.19M	Buy	41,143 +7,156	+21%	+$970K	4.7%	3
2025 Q1	$4.32M	Buy	33,987 +1,392	+4%	+$192K	3.7%	5
2024 Q4	$4.54M	Buy	32,595 +913	+3%	+$125K	3.59%	6
2024 Q3	$4.18M	Buy	31,682 +2,559	+9%	+$325K	3.3%	7
2024 Q2	$3.71M	Buy	+29,123	New	+$3.47M	3.42%	9

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 $104B AUM 28.3% 1-Year Est. Return

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

Merkkuri Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q2 2026, buying an estimated $806K and bringing the position to 42,803 shares worth $8.05M. The position accounts for 4.99% of the portfolio, ranked #2.

Merkkuri Wealth Advisors first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Merkkuri Wealth Advisors held 42,803 shares of iShares Core S&P US Growth ETF worth $8.05M as of Q2 2026.
Merkkuri Wealth Advisors bought 4,461 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $806K.
iShares Core S&P US Growth ETF made up 4.99% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Merkkuri Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.