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

Motive 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	$9.12M	Sell	48,463 -439	-0.9%	-$79.3K	3.75%	9
2026 Q1	$7.59M	Buy	48,902 +522	+1%	+$85.9K	3.56%	9
2025 Q4	$8.12M	Sell	48,380 -3,804	-7%	-$635K	3.46%	8
2025 Q3	$8.59M	Sell	52,184 -1,832	-3%	-$288K	3.7%	8
2025 Q2	$8.12M	Buy	54,016 +1,838	+4%	+$249K	3.7%	9
2025 Q1	$6.63M	Sell	52,178 -5,705	-10%	-$789K	3.55%	11
2024 Q4	$8.07M	Sell	57,883 -3,724	-6%	-$511K	4.33%	8
2024 Q3	$7.85M	Hold	61,607	–	–	4.72%	8
2024 Q2	$7.85M	Sell	61,607 -256	-0.4%	-$30.5K	4.72%	8
2024 Q1	$7.25M	Buy	61,863 +33,339	+117%	+$3.71M	4.39%	8
2023 Q4	$2.97M	Sell	28,524 -5,543	-16%	-$546K	3.42%	13
2023 Q3	$3.23M	Sell	34,067 -802	-2%	-$78.7K	3.55%	11
2023 Q2	$3.4M	Sell	34,869 -2,206	-6%	-$202K	3.52%	11
2023 Q1	$3.29M	Sell	37,075 -28,891	-44%	-$2.46M	3.6%	12
2022 Q4	$5.38M	Buy	65,966 +9,051	+16%	+$756K	4.11%	11
2022 Q3	$4.56M	Buy	56,915 +7,482	+15%	+$674K	3.7%	12
2022 Q2	$4.14M	Buy	49,433 +12,276	+33%	+$1.13M	3.26%	13
2022 Q1	$3.93M	Buy	37,157 +5,749	+18%	+$597K	2.69%	13
2021 Q4	$3.63M	Buy	31,408 +4,565	+17%	+$509K	2.19%	12
2021 Q3	$2.75M	Buy	26,843 +1,322	+5%	+$140K	1.86%	16
2021 Q2	$2.58M	Buy	+25,521	New	+$2.46M	1.84%	17

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

Motive Wealth Advisors's IUSG Position: Q2 2026 in Review

Motive Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.9% in Q2 2026, selling an estimated $79.3K and leaving 48,463 shares worth $9.12M. The position accounts for 3.75% of the portfolio, ranked #9.

Motive Wealth Advisors first reported a position in IUSG in Q2 2021 and has held it in 21 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Motive Wealth Advisors held 48,463 shares of iShares Core S&P US Growth ETF worth $9.12M as of Q2 2026.
Motive Wealth Advisors sold 439 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $79.3K.
iShares Core S&P US Growth ETF made up 3.75% of Motive Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Motive Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 21 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.