Prosperity Consulting Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Prosperity Consulting Group’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	$1.31M	Buy	6,983 +86	+1%	+$15.5K	0.05%	222
2026 Q1	$1.07M	Sell	6,897 -1,210	-15%	-$199K	0.05%	232
2025 Q4	$1.36M	Hold	8,107	–	–	0.06%	211
2025 Q3	$1.33M	Hold	8,107	–	–	0.07%	207
2025 Q2	$1.22M	Buy	8,107 +6,210	+327%	+$842K	0.09%	195
2025 Q1	$241K	Hold	1,897	–	–	0.02%	403
2024 Q4	$264K	Hold	1,897	–	–	0.02%	411
2024 Q3	$250K	Buy	1,897 +190	+11%	+$24.2K	0.02%	405
2024 Q2	$218K	Sell	1,707 -2	-0.1%	-$239	0.03%	283
2024 Q1	$200K	Buy	+1,709	New	+$190K	0.03%	321

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

Prosperity Consulting Group's IUSG Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.2% in Q2 2026, buying an estimated $15.5K and bringing the position to 6,983 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #222.

Prosperity Consulting Group first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Prosperity Consulting Group held 6,983 shares of iShares Core S&P US Growth ETF worth $1.31M as of Q2 2026.
Prosperity Consulting Group bought 86 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $15.5K.
iShares Core S&P US Growth ETF made up 0.05% of Prosperity Consulting Group's portfolio in Q2 2026, its #222 holding.
Prosperity Consulting Group first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's iShares Core S&P US Growth ETF position peaked at $1.36M in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.