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

Mission 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	$1.98M	Buy	10,550 +7,743	+276%	+$1.4M	0.02%	313
2026 Q1	$435K	Sell	2,807 -300	-10%	-$49.4K	0.01%	526
2025 Q4	$522K	Sell	3,107 -392	-11%	-$65.4K	0.01%	486
2025 Q3	$576K	Sell	3,499 -100	-3%	-$15.7K	0.01%	458
2025 Q2	$541K	Buy	3,599 +1	+0%	+$136	0.01%	457
2025 Q1	$457K	Buy	+3,598	New	+$498K	0.01%	479
2024 Q2	–	Sell	-10,349	Closed	-$1.21M	–	708
2024 Q1	$1.21M	Buy	10,349 +6,896	+200%	+$767K	0.03%	252
2023 Q4	$359K	Buy	3,453 +929	+37%	+$91.5K	0.01%	439
2023 Q3	$239K	Hold	2,524	–	–	0.01%	485
2023 Q2	$246K	Buy	2,524 +50	+2%	+$4.59K	0.01%	476
2023 Q1	$220K	Sell	2,474 -786	-24%	-$66.9K	0.01%	491
2022 Q4	$266K	Buy	+3,260	New	+$272K	0.01%	440
2022 Q2	–	Sell	-2,703	Closed	-$286K	–	537
2022 Q1	$286K	Buy	+2,703	New	+$281K	0.01%	431

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

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

Mission Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 276% in Q2 2026, buying an estimated $1.4M and bringing the position to 10,550 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #313.

Mission Wealth Management first reported a position in IUSG in Q1 2022 and has held it in 13 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Mission Wealth Management held 10,550 shares of iShares Core S&P US Growth ETF worth $1.98M as of Q2 2026.
Mission Wealth Management bought 7,743 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.4M.
iShares Core S&P US Growth ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #313 holding.
Mission Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and has held it in 13 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.