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Onyx Bridge Wealth Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Onyx Bridge Wealth Group’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 		$389K Hold
2,066
– – 0.04% 274
2026
Q1 		$320K Hold
2,066
– – 0.03% 281
2025
Q4 		$347K Sell
2,066
-842
-29% -$140K 0.04% 265
2025
Q3 		$478K Buy
2,908
+1,550
+114% +$243K 0.05% 222
2025
Q2 		$204K Buy
+1,358
New +$184K 0.03% 287

Other funds holding IUSG

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Onyx Bridge Wealth Group's IUSG Position: Q2 2026 in Review

Onyx Bridge Wealth Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,066 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #274.

Onyx Bridge Wealth Group first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. The position peaked at $478K in Q3 2025. 356 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Onyx Bridge Wealth Group held 2,066 shares of iShares Core S&P US Growth ETF worth $389K as of Q2 2026.
  • Onyx Bridge Wealth Group left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.04% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #274 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Onyx Bridge Wealth Group's iShares Core S&P US Growth ETF position peaked at $478K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.