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

Phoenix 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	$7.22M	Sell	46,544 -443	-0.9%	-$72.9K	2.85%	9
2025 Q4	$7.89M	Buy	46,987 +388	+0.8%	+$64.7K	3.04%	9
2025 Q3	$7.67M	Sell	46,599 -178	-0.4%	-$28K	2.95%	9
2025 Q2	$7.04M	Sell	46,777 -9,661	-17%	-$1.31M	2.95%	8
2025 Q1	$7.17M	Buy	56,438 +5,915	+12%	+$818K	3.13%	9
2024 Q4	$7.04M	Sell	50,523 -5,908	-10%	-$811K	3.05%	7
2024 Q3	$7.44M	Buy	56,431 +1,832	+3%	+$233K	3.46%	5
2024 Q2	$6.96M	Buy	54,599 +2,741	+5%	+$327K	3.49%	5
2024 Q1	$6.08M	Sell	51,858 -11,666	-18%	-$1.3M	3.7%	4
2023 Q4	$6.51M	Buy	63,524 +9,073	+17%	+$894K	4.53%	4
2023 Q3	$5.16M	Buy	54,451 +1,367	+3%	+$134K	3.03%	6
2023 Q2	$5.18M	Buy	53,084 +5,040	+10%	+$462K	3.02%	5
2023 Q1	$4.26M	Buy	48,044 +2,701	+6%	+$230K	2.64%	6
2022 Q4	$3.7M	Buy	45,343 +10,335	+30%	+$864K	2.22%	5
2022 Q3	$2.81M	Buy	35,008 +18,531	+112%	+$1.67M	2.81%	7
2022 Q2	$1.38M	Buy	+16,477	New	+$1.51M	1.36%	26

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Phoenix Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.94% in Q1 2026, selling an estimated $72.9K and leaving 46,544 shares worth $7.22M. The position accounts for 2.85% of the portfolio, ranked #9.

Phoenix Wealth Advisors first reported a position in IUSG in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.89M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Phoenix Wealth Advisors held 46,544 shares of iShares Core S&P US Growth ETF worth $7.22M as of Q1 2026.
Phoenix Wealth Advisors sold 443 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $72.9K.
iShares Core S&P US Growth ETF made up 2.85% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Phoenix Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 16 quarters since.
Phoenix Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $7.89M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.