PWM
IUSG icon

Perigon Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Perigon Wealth Management’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 		$9.05M Sell
48,107
-556
-1% -$100K 0.14% 146
2026
Q1 		$7.55M Sell
48,663
-891
-2% -$147K 0.14% 151
2025
Q4 		$8.32M Sell
49,554
-901
-2% -$150K 0.15% 134
2025
Q3 		$8.3M Sell
50,455
-243
-0.5% -$38.2K 0.17% 123
2025
Q2 		$7.62M Buy
50,698
+1,204
+2% +$163K 0.18% 121
2025
Q1 		$6.29M Sell
49,494
-10,567
-18% -$1.46M 0.16% 130
2024
Q4 		$8.45M Sell
60,061
-977
-2% -$134K 0.21% 103
2024
Q3 		$8.05M Sell
61,038
-2,600
-4% -$331K 0.21% 105
2024
Q2 		$8.11M Sell
63,638
-2,989
-4% -$357K 0.24% 86
2024
Q1 		$7.81M Sell
66,627
-3,836
-5% -$427K 0.24% 95
2023
Q4 		$7.34M Buy
70,463
+1,983
+3% +$195K 0.24% 88
2023
Q3 		$6.49M Buy
68,480
+287
+0.4% +$28.2K 0.26% 90
2023
Q2 		$6.66M Sell
68,193
-2,266
-3% -$208K 0.26% 91
2023
Q1 		$6.25M Buy
70,459
+2,320
+3% +$198K 0.36% 70
2022
Q4 		$5.55M Buy
+68,139
New +$5.69M 0.34% 71
2016
Q4 		– Sell
-50
Closed -$2K – 731
2016
Q3 		$2K Hold
50
– – ﹤0.01% 600
2016
Q2 		$2K Buy
+50
New +$2.03K ﹤0.01% 424

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

Perigon Wealth Management's IUSG Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q2 2026, selling an estimated $100K and leaving 48,107 shares worth $9.05M. The position accounts for 0.14% of the portfolio, ranked #146.

Perigon Wealth Management first reported a position in IUSG in Q2 2016 and has held it in 17 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Perigon Wealth Management held 48,107 shares of iShares Core S&P US Growth ETF worth $9.05M as of Q2 2026.
  • Perigon Wealth Management sold 556 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $100K.
  • iShares Core S&P US Growth ETF made up 0.14% of Perigon Wealth Management's portfolio in Q2 2026, its #146 holding.
  • Perigon Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2016 and has held it in 17 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.