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

Modera 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	$66.8M	Buy	354,960 +2,635	+0.7%	+$476K	0.71%	36
2026 Q1	$54.6M	Buy	352,325 +5,165	+1%	+$850K	0.65%	40
2025 Q4	$58.3M	Sell	347,160 -18,083	-5%	-$3.02M	0.67%	39
2025 Q3	$60.1M	Sell	365,243 -14,212	-4%	-$2.23M	0.7%	37
2025 Q2	$57.1M	Buy	379,455 +143,536	+61%	+$19.5M	0.71%	37
2025 Q1	$30M	Buy	235,919 +8,321	+4%	+$1.15M	0.41%	57
2024 Q4	$31.7M	Sell	227,598 -673	-0.3%	-$92.4K	0.38%	56
2024 Q3	$30.1M	Buy	228,271 +2,797	+1%	+$356K	0.38%	57
2024 Q2	$28.7M	Sell	225,474 -7,079	-3%	-$844K	0.42%	56
2024 Q1	$27.3M	Sell	232,553 -1,323	-0.6%	-$147K	0.42%	58
2023 Q4	$24.3M	Buy	233,876 +4,528	+2%	+$446K	0.4%	62
2023 Q3	$21.7M	Sell	229,348 -2,674	-1%	-$262K	0.41%	62
2023 Q2	$22.7M	Buy	232,022 +34,292	+17%	+$3.14M	0.41%	62
2023 Q1	$17.6M	Sell	197,730 -173,072	-47%	-$14.7M	0.68%	37
2022 Q4	$30.2M	Buy	370,802 +148,600	+67%	+$12.4M	1.23%	25
2022 Q3	$17.8M	Buy	222,202 +15,458	+7%	+$1.39M	0.9%	31
2022 Q2	$17.3M	Sell	206,744 -6,000	-3%	-$550K	0.82%	30
2022 Q1	$22.5M	Buy	212,744 +201,285	+1,757%	+$20.9M	0.99%	27
2021 Q4	$1.32M	Buy	+11,459	New	+$1.28M	0.05%	147

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

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

Modera Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.75% in Q2 2026, buying an estimated $476K and bringing the position to 354,960 shares worth $66.8M. The position accounts for 0.71% of the portfolio, ranked #36.

Modera Wealth Management first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Modera Wealth Management held 354,960 shares of iShares Core S&P US Growth ETF worth $66.8M as of Q2 2026.
Modera Wealth Management bought 2,635 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $476K.
iShares Core S&P US Growth ETF made up 0.71% of Modera Wealth Management's portfolio in Q2 2026, its #36 holding.
Modera Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.