Phoenix Wealth Advisors
IUSG icon

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
Q3 		$9.45M Buy
48,787
+378
+0.8% +$71.6K 2.9% 7
2026
Q2 		$9.11M Buy
48,409
+1,865
+4% +$337K 3.07% 6
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

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners Knoxville, Tennessee $912M AUM 16.36% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $444M AUM 17.72% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Phoenix Wealth Advisors's IUSG Position: Q3 2026 in Review

Phoenix Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.78% in Q3 2026, buying an estimated $71.6K and bringing the position to 48,787 shares worth $9.45M. The position accounts for 2.9% of the portfolio, ranked #7.

Phoenix Wealth Advisors first reported a position in IUSG in Q2 2022 and has held it in 18 quarters since. 468 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Phoenix Wealth Advisors held 48,787 shares of iShares Core S&P US Growth ETF worth $9.45M as of Q3 2026.
  • Phoenix Wealth Advisors bought 378 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $71.6K.
  • iShares Core S&P US Growth ETF made up 2.9% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • Phoenix Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.