ORG Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

ORG Wealth Partners’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	$1.35M	Buy	7,178 +114	+2%	+$20.6K	0.2%	63
2026 Q1	$1.1M	Buy	7,064 +2,394	+51%	+$394K	0.22%	68
2025 Q4	$784K	Sell	4,670 -212	-4%	-$35.4K	0.18%	83
2025 Q3	$803K	Buy	4,882 +642	+15%	+$101K	0.17%	87
2025 Q2	$632K	Sell	4,240 -5	-0.1%	-$678	0.15%	95
2025 Q1	$544K	Sell	4,245 -204	-5%	-$28.2K	0.17%	106
2024 Q4	$620K	Sell	4,449 -22	-0.5%	-$3.02K	0.19%	51
2024 Q3	$590K	Buy	+4,471	New	+$569K	0.2%	61

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 $104B AUM 28.3% 1-Year Est. Return

ORG Wealth Partners's IUSG Position: Q2 2026 in Review

ORG Wealth Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.6% in Q2 2026, buying an estimated $20.6K and bringing the position to 7,178 shares worth $1.35M. The position accounts for 0.2% of the portfolio, ranked #63.

ORG Wealth Partners first reported a position in IUSG in Q3 2024 and has held it in 8 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

ORG Wealth Partners held 7,178 shares of iShares Core S&P US Growth ETF worth $1.35M as of Q2 2026.
ORG Wealth Partners bought 114 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $20.6K.
iShares Core S&P US Growth ETF made up 0.2% of ORG Wealth Partners's portfolio in Q2 2026, its #63 holding.
ORG Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 8 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.