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

Modern 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 		$326K Sell
1,736
-245
-12% -$44.3K ﹤0.01% 858
2026
Q1 		$311K Buy
+1,981
New +$326K 0.01% 702
2025
Q1 		– Sell
-1,532
Closed -$213K – 690
2024
Q4 		$213K Buy
1,532
+2
+0.1% +$274 0.01% 542
2024
Q3 		$202K Buy
+1,530
New +$195K 0.01% 415

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Modern Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q2 2026, selling an estimated $44.3K and leaving 1,736 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Modern Wealth Management first reported a position in IUSG in Q3 2024 and has held it in 4 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Modern Wealth Management held 1,736 shares of iShares Core S&P US Growth ETF worth $326K as of Q2 2026.
  • Modern Wealth Management sold 245 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $44.3K.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #858 holding.
  • Modern Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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