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

Potentia Wealth’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	$487K	Hold	3,137	–	–	0.19%	58
2025 Q4	$527K	Hold	3,137	–	–	0.19%	52
2025 Q3	$516K	Hold	3,137	–	–	0.2%	58
2025 Q2	$472K	Hold	3,137	–	–	0.27%	46
2025 Q1	$399K	Hold	3,137	–	–	0.19%	66
2024 Q4	$437K	Buy	+3,137	New	+$431K	0.19%	64

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 $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 $1.56T 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

Potentia Wealth's IUSG Position: Q1 2026 in Review

Potentia Wealth held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 3,137 shares worth $487K. The position accounts for 0.19% of the portfolio, ranked #58.

Potentia Wealth first reported a position in IUSG in Q4 2024 and has held it in 6 quarters since. The position peaked at $527K in Q4 2025. 863 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Potentia Wealth held 3,137 shares of iShares Core S&P US Growth ETF worth $487K as of Q1 2026.
Potentia Wealth left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.19% of Potentia Wealth's portfolio in Q1 2026, its #58 holding.
Potentia Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 6 quarters since.
Potentia Wealth's iShares Core S&P US Growth ETF position peaked at $527K in Q4 2025.
863 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.