Peterson Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Peterson Wealth Advisors’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	$640K	Buy	3,403 +4	+0.1%	+$723	0.08%	60
2026 Q1	$527K	Buy	3,399 +3	+0.1%	+$494	0.07%	62
2025 Q4	$570K	Hold	3,396	–	–	0.08%	60
2025 Q3	$560K	Sell	3,396 -9	-0.3%	-$1.41K	0.08%	63
2025 Q2	$512K	Sell	3,405 -175	-5%	-$23.7K	0.08%	62
2025 Q1	$413K	Buy	3,580 +186	+5%	+$25.7K	0.08%	64
2024 Q4	$481K	Buy	3,394 +6	+0.2%	+$823	0.09%	57
2024 Q3	$447K	Buy	3,388 +7	+0.2%	+$890	0.08%	54
2024 Q2	$431K	Buy	3,381 +4	+0.1%	+$477	0.09%	50
2024 Q1	$396K	Buy	3,377 +4	+0.1%	+$445	0.08%	50
2023 Q4	$351K	Buy	3,373 +23	+0.7%	+$2.27K	0.08%	50
2023 Q3	$318K	Hold	3,350	–	–	0.09%	51
2023 Q2	$327K	Buy	3,350 +8	+0.2%	+$734	0.09%	50
2023 Q1	$297K	Hold	3,342	–	–	0.08%	52
2022 Q4	$272K	Hold	3,342	–	–	0.08%	51
2022 Q3	$268K	Hold	3,342	–	–	0.09%	48
2022 Q2	$280K	Hold	3,342	–	–	0.09%	47
2022 Q1	$353K	Sell	3,342 -71	-2%	-$7.38K	0.1%	45
2021 Q4	$395K	Hold	3,413	–	–	0.11%	45
2021 Q3	$349K	Hold	3,413	–	–	0.12%	43
2021 Q2	$345K	Hold	3,413	–	–	0.12%	43
2021 Q1	$310K	Buy	+3,413	New	+$308K	0.13%	41
2019 Q4	–	Sell	-5,960	Closed	-$375K	–	45
2019 Q3	$375K	Buy	5,960 +23	+0.4%	+$1.45K	0.23%	27
2019 Q2	$372K	Buy	5,937 +94	+2%	+$5.78K	0.24%	27
2019 Q1	$360K	Buy	5,843 +19	+0.3%	+$1.09K	0.24%	28
2018 Q4	$307K	Buy	5,824 +39	+0.7%	+$2.21K	0.24%	31
2018 Q3	$359K	Buy	+5,785	New	+$349K	0.26%	30

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

Peterson Wealth Advisors's IUSG Position: Q2 2026 in Review

Peterson Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.12% in Q2 2026, buying an estimated $723 and bringing the position to 3,403 shares worth $640K. The position accounts for 0.08% of the portfolio, ranked #60.

Peterson Wealth Advisors first reported a position in IUSG in Q3 2018 and has held it in 27 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Peterson Wealth Advisors held 3,403 shares of iShares Core S&P US Growth ETF worth $640K as of Q2 2026.
Peterson Wealth Advisors bought 4 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $723.
iShares Core S&P US Growth ETF made up 0.08% of Peterson Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Peterson Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and has held it in 27 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.