Pathfinder Wealth Consulting’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Pathfinder Wealth Consulting’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	–	Sell	-17,342	Closed	-$2.69M	–	75
2026 Q1	$2.69M	Buy	17,342 +336	+2%	+$55.3K	1.74%	14
2025 Q4	$2.86M	Buy	+17,006	New	+$2.84M	1.8%	16

Other funds holding IUSG

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return