Moss Adams Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Moss Adams Wealth Advisors’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	$216K	Buy	+1,146	New	+$207K	0.01%	282
2023 Q2	–	Sell	-39	Closed	-$3.46K	–	161
2023 Q1	$3.46K	Buy	+39	New	+$3.32K	﹤0.01%	152

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 22.9% 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

Moss Adams Wealth Advisors's IUSG Position: Q2 2026 in Review

Moss Adams Wealth Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,146 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: Moss Adams Wealth Advisors previously reported a position in IUSG as recently as Q1 2023.

Moss Adams Wealth Advisors first reported a position in IUSG in Q1 2023 and has held it in 2 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Moss Adams Wealth Advisors held 1,146 shares of iShares Core S&P US Growth ETF worth $216K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Moss Adams Wealth Advisors position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #282 holding.
Moss Adams Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 2 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.