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

Presilium Private 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 Q2	$2M	Sell	10,621 -141	-1%	-$25.5K	0.31%	22
2026 Q1	$1.67M	Buy	10,762 +1,193	+12%	+$196K	0.29%	21
2025 Q4	$1.61M	Sell	9,569 -607	-6%	-$101K	0.29%	22
2025 Q3	$1.67M	Sell	10,176 -1,367	-12%	-$215K	0.32%	23
2025 Q2	$1.74M	Buy	11,543 +1,355	+13%	+$184K	0.36%	23
2025 Q1	$1.29M	Sell	10,188 -12	-0.1%	-$1.66K	0.29%	28
2024 Q4	$1.42M	Buy	10,200 +195	+2%	+$26.8K	0.33%	30
2024 Q3	$1.32M	Buy	10,005 +1,188	+13%	+$151K	0.3%	31
2024 Q2	$1.12M	Sell	8,817 -603	-6%	-$71.9K	0.28%	32
2024 Q1	$1.1M	Sell	9,420 -963	-9%	-$107K	0.29%	31
2023 Q4	$1.08M	Buy	10,383 +34	+0.3%	+$3.35K	0.31%	33
2023 Q3	$981K	Buy	10,349 +5	+0%	+$491	0.31%	23
2023 Q2	$1.01M	Sell	10,344 -13	-0.1%	-$1.19K	0.35%	23
2023 Q1	$919K	Buy	10,357 +8	+0.1%	+$681	0.35%	23
2022 Q4	$844K	Buy	+10,349	New	+$865K	0.35%	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 $103B AUM 28.65% 1-Year Est. Return

Presilium Private Wealth's IUSG Position: Q2 2026 in Review

Presilium Private Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.3% in Q2 2026, selling an estimated $25.5K and leaving 10,621 shares worth $2M. The position accounts for 0.31% of the portfolio, ranked #22.

Presilium Private Wealth first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 923 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Presilium Private Wealth held 10,621 shares of iShares Core S&P US Growth ETF worth $2M as of Q2 2026.
Presilium Private Wealth sold 141 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $25.5K.
iShares Core S&P US Growth ETF made up 0.31% of Presilium Private Wealth's portfolio in Q2 2026, its #22 holding.
Presilium Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
923 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.