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

PMG 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 Q3	$716K	Hold	3,696	–	–	0.43%	36
2026 Q2	$695K	Sell	3,696 -133	-3%	-$24K	0.43%	34
2026 Q1	$594K	Sell	3,829 -56	-1%	-$9.22K	0.43%	37
2025 Q4	$652K	Hold	3,885	–	–	0.48%	31
2025 Q3	$636K	Sell	3,885 -230	-6%	-$36.1K	0.48%	33
2025 Q2	$619K	Sell	4,115 -908	-18%	-$123K	0.51%	32
2025 Q1	$638K	Hold	5,023	–	–	0.68%	26
2024 Q4	$700K	Buy	+5,023	New	+$689K	0.64%	25

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

PMG Wealth Management's IUSG Position: Q3 2026 in Review

PMG Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 3,696 shares worth $716K. The position accounts for 0.43% of the portfolio, ranked #36.

PMG Wealth Management first reported a position in IUSG in Q4 2024 and has held it in 8 quarters since. 840 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

PMG Wealth Management held 3,696 shares of iShares Core S&P US Growth ETF worth $716K as of Q3 2026.
PMG Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
iShares Core S&P US Growth ETF made up 0.43% of PMG Wealth Management's portfolio in Q3 2026, its #36 holding.
PMG Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 8 quarters since.
840 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on PMG Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.