Moneywise Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Moneywise Inc’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 Q3	$724K	Buy	+3,735	New	+$707K	0.69%	41

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Moneywise Inc's IUSG Position: Q3 2026 in Review

Moneywise Inc opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 3,735 shares worth $724K. The stake represents 0.69% of the portfolio and ranks #41 among its holdings.

840 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Moneywise Inc held 3,735 shares of iShares Core S&P US Growth ETF worth $724K as of Q3 2026.
iShares Core S&P US Growth ETF was a new Moneywise Inc position in Q3 2026.
iShares Core S&P US Growth ETF made up 0.69% of Moneywise Inc's portfolio in Q3 2026, its #41 holding.
840 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.