NWAM LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

NWAM LLC’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 Q1	$713K	Sell	4,596 -703	-13%	-$116K	0.04%	341
2025 Q4	$900K	Sell	5,299 -83	-2%	-$13.8K	0.05%	288
2025 Q3	$891K	Buy	5,382 +1,927	+56%	+$303K	0.05%	304
2025 Q2	$537K	Buy	+3,455	New	+$468K	0.03%	381
2023 Q3	–	Sell	-2,318	Closed	-$226K	–	524
2023 Q2	$226K	Sell	2,318 -10	-0.4%	-$917	0.02%	482
2023 Q1	$207K	Buy	+2,328	New	+$198K	0.02%	450
2022 Q1	–	Sell	-2,831	Closed	-$327K	–	544
2021 Q4	$327K	Buy	2,831 +226	+9%	+$25.2K	0.03%	401
2021 Q3	$267K	Buy	+2,605	New	+$275K	0.02%	420

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NWAM LLC's IUSG Position: Q1 2026 in Review

NWAM LLC reduced its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q1 2026, selling an estimated $116K and leaving 4,596 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #341.

NWAM LLC first reported a position in IUSG in Q3 2021 and has held it in 8 quarters since. The position peaked at $900K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

NWAM LLC held 4,596 shares of iShares Core S&P US Growth ETF worth $713K as of Q1 2026.
NWAM LLC sold 703 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $116K.
iShares Core S&P US Growth ETF made up 0.04% of NWAM LLC's portfolio in Q1 2026, its #341 holding.
NWAM LLC first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 8 quarters since.
NWAM LLC's iShares Core S&P US Growth ETF position peaked at $900K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.