Premier Path Wealth Partners
IUSG icon

Premier Path Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Premier Path Wealth Partners’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 		$579K Hold
2,987
– – 0.07% 239
2026
Q2 		$562K Sell
2,987
-210
-7% -$37.9K 0.06% 251
2026
Q1 		$496K Buy
3,197
+565
+21% +$93K 0.06% 271
2025
Q4 		$442K Hold
2,632
– – 0.06% 267
2025
Q3 		$433K Hold
2,632
– – 0.06% 277
2025
Q2 		$396K Hold
2,632
– – 0.06% 281
2025
Q1 		$334K Sell
2,632
-50
-2% -$6.91K 0.05% 290
2024
Q4 		$374K Hold
2,682
– – 0.06% 267
2024
Q3 		$354K Sell
2,682
-235
-8% -$29.9K 0.06% 281
2024
Q2 		$372K Sell
2,917
-1,127
-28% -$134K 0.06% 263
2024
Q1 		$474K Sell
4,044
-91
-2% -$10.1K 0.09% 217
2023
Q4 		$430K Buy
+4,135
New +$407K 0.1% 210

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 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
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Premier Path Wealth Partners's IUSG Position: Q3 2026 in Review

Premier Path Wealth Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 2,987 shares worth $579K. The position accounts for 0.07% of the portfolio, ranked #239.

Premier Path Wealth Partners first reported a position in IUSG in Q4 2023 and has held it in 12 quarters since. 601 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Premier Path Wealth Partners held 2,987 shares of iShares Core S&P US Growth ETF worth $579K as of Q3 2026.
  • Premier Path Wealth Partners left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Growth ETF made up 0.07% of Premier Path Wealth Partners's portfolio in Q3 2026, its #239 holding.
  • Premier Path Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.