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

Octavia 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 		$879K Sell
4,671
-126
-3% -$22.8K 0.08% 85
2026
Q1 		$744K Buy
4,797
+167
+4% +$27.5K 0.07% 93
2025
Q4 		$778K Sell
4,630
-64
-1% -$10.7K 0.07% 95
2025
Q3 		$772K Buy
4,694
+92
+2% +$14.4K 0.08% 96
2025
Q2 		$692K Sell
4,602
-77
-2% -$10.4K 0.08% 95
2025
Q1 		$595K Buy
4,679
+3
+0.1% +$415 0.07% 106
2024
Q4 		$652K Sell
4,676
-14
-0.3% -$1.92K 0.08% 94
2024
Q3 		$619K Sell
4,690
-1
-0% -$127 0.08% 99
2024
Q2 		$598K Sell
4,691
-545
-10% -$65K 0.08% 103
2024
Q1 		$614K Buy
5,236
+1
+0% +$111 0.09% 100
2023
Q4 		$545K Hold
5,235
– – 0.1% 111
2023
Q3 		$498K Hold
5,235
– – 0.1% 102
2023
Q2 		$511K Buy
5,235
+37
+0.7% +$3.39K 0.1% 97
2023
Q1 		$461K Buy
5,198
+1
+0% +$85 0.1% 97
2022
Q4 		$424K Sell
5,197
-162
-3% -$13.5K 0.1% 99
2022
Q3 		$430K Hold
5,359
– – 0.12% 97
2022
Q2 		$450K Sell
5,359
-51
-0.9% -$4.68K 0.12% 98
2022
Q1 		$572K Sell
5,410
-506
-9% -$52.6K 0.13% 91
2021
Q4 		$684K Sell
5,916
-521
-8% -$58.1K 0.15% 82
2021
Q3 		$660K Sell
6,437
-435
-6% -$45.9K 0.17% 76
2021
Q2 		$694K Sell
6,872
-623
-8% -$60K 0.18% 74
2021
Q1 		$680K Sell
7,495
-3,228
-30% -$291K 0.2% 74
2020
Q4 		$951K Buy
+10,723
New +$902K 0.31% 62

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Octavia Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.6% in Q2 2026, selling an estimated $22.8K and leaving 4,671 shares worth $879K. The position accounts for 0.08% of the portfolio, ranked #85.

Octavia Wealth Advisors first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. The position peaked at $951K in Q4 2020. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Octavia Wealth Advisors held 4,671 shares of iShares Core S&P US Growth ETF worth $879K as of Q2 2026.
  • Octavia Wealth Advisors sold 126 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $22.8K.
  • iShares Core S&P US Growth ETF made up 0.08% of Octavia Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Octavia Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $951K in Q4 2020.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.