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Moment Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Moment Partners’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 		$1.01M Sell
5,373
-2,749
-34% -$497K 0.18% 28
2026
Q1 		$1.26M Sell
8,122
-8
-0.1% -$1.32K 0.22% 28
2025
Q4 		$1.37M Buy
8,130
+92
+1% +$15.3K 0.28% 21
2025
Q3 		$1.32M Sell
8,038
-297
-4% -$46.6K 0.23% 29
2025
Q2 		$1.25M Sell
8,335
-18
-0.2% -$2.44K 0.24% 26
2025
Q1 		$1.06M Sell
8,353
-93
-1% -$12.9K 0.21% 33
2024
Q4 		$1.18M Buy
+8,446
New +$1.16M 0.22% 28

Other funds holding IUSG

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
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
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Moment Partners's IUSG Position: Q2 2026 in Review

Moment Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 34% in Q2 2026, selling an estimated $497K and leaving 5,373 shares worth $1.01M. The position accounts for 0.18% of the portfolio, ranked #28.

Moment Partners first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q4 2025. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Moment Partners held 5,373 shares of iShares Core S&P US Growth ETF worth $1.01M as of Q2 2026.
  • Moment Partners sold 2,749 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $497K.
  • iShares Core S&P US Growth ETF made up 0.18% of Moment Partners's portfolio in Q2 2026, its #28 holding.
  • Moment Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Moment Partners's iShares Core S&P US Growth ETF position peaked at $1.37M in Q4 2025.
  • 434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.