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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peterson Wealth Advisors's IUSG Position: Q1 2026 in Review

Peterson Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.09% in Q1 2026, buying an estimated $494 and bringing the position to 3,399 shares worth $527K. The position accounts for 0.07% of the portfolio, ranked #62.

Peterson Wealth Advisors first reported a position in IUSG in Q3 2018 and has held it in 26 quarters since. The position peaked at $570K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Peterson Wealth Advisors held 3,399 shares of iShares Core S&P US Growth ETF worth $527K as of Q1 2026.
  • Peterson Wealth Advisors bought 3 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $494.
  • iShares Core S&P US Growth ETF made up 0.07% of Peterson Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • Peterson Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and has held it in 26 quarters since.
  • Peterson Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $570K in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.