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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
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

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Premier Path Wealth Partners's IUSG Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 6.6% in Q2 2026, selling an estimated $37.9K and leaving 2,987 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #251.

Premier Path Wealth Partners first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 403 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Premier Path Wealth Partners held 2,987 shares of iShares Core S&P US Growth ETF worth $562K as of Q2 2026.
  • Premier Path Wealth Partners sold 210 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $37.9K.
  • iShares Core S&P US Growth ETF made up 0.06% of Premier Path Wealth Partners's portfolio in Q2 2026, its #251 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 11 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.