Provenance Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Provenance Wealth Advisors’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	$2.78M	Buy	14,763 +2,326	+19%	+$420K	0.26%	27
2026 Q1	$1.93M	Sell	12,437 -1,393	-10%	-$229K	0.2%	28
2025 Q4	$2.32M	Hold	13,830	–	–	0.26%	25
2025 Q3	$2.28M	Sell	13,830 -420	-3%	-$66K	0.29%	23
2025 Q2	$2.14M	Sell	14,250 -576	-4%	-$78.1K	0.31%	23
2025 Q1	$1.88M	Sell	14,826 -1,110	-7%	-$153K	0.27%	25
2024 Q4	$2.22M	Hold	15,936	–	–	0.29%	25
2024 Q3	$2.1M	Hold	15,936	–	–	0.26%	32
2024 Q2	$2.03M	Hold	15,936	–	–	0.28%	27
2024 Q1	$1.87M	Sell	15,936 -745	-4%	-$82.9K	0.26%	27
2023 Q4	$1.74M	Hold	16,681	–	–	0.23%	28
2023 Q3	$1.58M	Buy	+16,681	New	+$1.64M	0.26%	28

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 $104B AUM 28.3% 1-Year Est. Return

Provenance Wealth Advisors's IUSG Position: Q2 2026 in Review

Provenance Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 19% in Q2 2026, buying an estimated $420K and bringing the position to 14,763 shares worth $2.78M. The position accounts for 0.26% of the portfolio, ranked #27.

Provenance Wealth Advisors first reported a position in IUSG in Q3 2023 and has held it in 12 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Provenance Wealth Advisors held 14,763 shares of iShares Core S&P US Growth ETF worth $2.78M as of Q2 2026.
Provenance Wealth Advisors bought 2,326 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $420K.
iShares Core S&P US Growth ETF made up 0.26% of Provenance Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Provenance Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 12 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.