Next Level Wealth Planning’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Next Level Wealth Planning’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	$23.2K	Buy	+120	New	+$22.7K	0.01%	248

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Next Level Wealth Planning's IUSG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 120 shares worth $23.2K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings.

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

Next Level Wealth Planning held 120 shares of iShares Core S&P US Growth ETF worth $23.2K as of Q3 2026.
iShares Core S&P US Growth ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Core S&P US Growth ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #248 holding.
573 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.