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

New England Private 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	$273K	Buy	1,501 +2	+0.1%	+$361	0.03%	184
2026 Q1	$232K	Buy	1,499 +2	+0.1%	+$329	0.03%	178
2025 Q4	$251K	Buy	1,497 +2	+0.1%	+$334	0.03%	161
2025 Q3	$246K	Buy	1,495 +3	+0.2%	+$471	0.03%	159
2025 Q2	$232K	Sell	1,492 -226	-13%	-$30.6K	0.03%	144
2025 Q1	$218K	Buy	1,718 +2	+0.1%	+$277	0.03%	136
2024 Q4	$239K	Hold	1,716	–	–	0.04%	134
2024 Q3	$226K	Hold	1,716	–	–	0.04%	135
2024 Q2	$219K	Buy	+1,716	New	+$205K	0.04%	131

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 $103B AUM 28.65% 1-Year Est. Return

New England Private Wealth Advisors's IUSG Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.13% in Q2 2026, buying an estimated $361 and bringing the position to 1,501 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #184.

New England Private Wealth Advisors first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

New England Private Wealth Advisors held 1,501 shares of iShares Core S&P US Growth ETF worth $273K as of Q2 2026.
New England Private Wealth Advisors bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
iShares Core S&P US Growth ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #184 holding.
New England Private Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.