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

Private 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 		$1.13M Hold
6,028
– – 0.08% 97
2026
Q1 		$935K Hold
6,028
– – 0.07% 103
2025
Q4 		$1.01M Buy
6,028
+4,440
+280% +$741K 0.07% 98
2025
Q3 		$261K Hold
1,588
– – 0.02% 146
2025
Q2 		$239K Hold
1,588
– – 0.02% 149
2025
Q1 		$202K Hold
1,588
– – 0.02% 159
2024
Q4 		$221K Hold
1,588
– – 0.02% 163
2024
Q3 		$209K Hold
1,588
– – 0.02% 164
2024
Q2 		$202K Buy
+1,588
New +$189K 0.02% 157

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

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

Private Wealth Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 6,028 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #97.

Private Wealth Partners first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 603 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Private Wealth Partners held 6,028 shares of iShares Core S&P US Growth ETF worth $1.13M as of Q2 2026.
  • Private Wealth Partners left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.08% of Private Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Private Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.