One Charles Private Wealth Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

One Charles Private Wealth Services’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	$740K	Sell	3,936 -565	-13%	-$102K	0.17%	77
2026 Q1	$698K	Sell	4,501 -1,294	-22%	-$213K	0.17%	73
2025 Q4	$973K	Sell	5,795 -90	-2%	-$15K	0.25%	68
2025 Q3	$968K	Hold	5,885	–	–	0.25%	64
2025 Q2	$885K	Hold	5,885	–	–	0.25%	64
2025 Q1	$748K	Hold	5,885	–	–	0.24%	57
2024 Q4	$820K	Sell	5,885 -85	-1%	-$11.7K	0.28%	57
2024 Q3	$788K	Hold	5,970	–	–	0.3%	57
2024 Q2	$761K	Hold	5,970	–	–	0.32%	60
2024 Q1	$700K	Hold	5,970	–	–	0.3%	61
2023 Q4	$621K	Buy	+5,970	New	+$588K	0.33%	59

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

One Charles Private Wealth Services's IUSG Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q2 2026, selling an estimated $102K and leaving 3,936 shares worth $740K. The position accounts for 0.17% of the portfolio, ranked #77.

One Charles Private Wealth Services first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $973K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

One Charles Private Wealth Services held 3,936 shares of iShares Core S&P US Growth ETF worth $740K as of Q2 2026.
One Charles Private Wealth Services sold 565 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $102K.
iShares Core S&P US Growth ETF made up 0.17% of One Charles Private Wealth Services's portfolio in Q2 2026, its #77 holding.
One Charles Private Wealth Services first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
One Charles Private Wealth Services's iShares Core S&P US Growth ETF position peaked at $973K in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.