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 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

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

PMG Wealth Management's IUSG Position: Q2 2026 in Review

PMG Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 3.5% in Q2 2026, selling an estimated $24K and leaving 3,696 shares worth $695K. The position accounts for 0.43% of the portfolio, ranked #34.

PMG Wealth Management first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. The position peaked at $700K in Q4 2024. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

PMG Wealth Management held 3,696 shares of iShares Core S&P US Growth ETF worth $695K as of Q2 2026.
PMG Wealth Management sold 133 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $24K.
iShares Core S&P US Growth ETF made up 0.43% of PMG Wealth Management's portfolio in Q2 2026, its #34 holding.
PMG Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
PMG Wealth Management's iShares Core S&P US Growth ETF position peaked at $700K in Q4 2024.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.