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

Revolve 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 		$314K Sell
1,668
-16
-1% -$2.89K 0.03% 265
2026
Q1 		$261K Sell
1,684
-369
-18% -$60.7K 0.03% 194
2025
Q4 		$345K Sell
2,053
-352
-15% -$58.7K 0.04% 167
2025
Q3 		$396K Buy
2,405
+298
+14% +$46.8K 0.05% 149
2025
Q2 		$317K Sell
2,107
-387
-16% -$52.5K 0.04% 165
2025
Q1 		$317K Buy
2,494
+56
+2% +$7.74K 0.05% 160
2024
Q4 		$340K Sell
2,438
-96
-4% -$13.2K 0.05% 149
2024
Q3 		$334K Hold
2,534
– – 0.05% 147
2024
Q2 		$323K Sell
2,534
-451
-15% -$53.8K 0.05% 128
2024
Q1 		$350K Buy
2,985
+440
+17% +$48.9K 0.06% 121
2023
Q4 		$265K Sell
2,545
-1,251
-33% -$123K 0.05% 133
2023
Q3 		$360K Buy
3,796
+188
+5% +$18.4K 0.08% 104
2023
Q2 		$352K Buy
3,608
+439
+14% +$40.3K 0.08% 101
2023
Q1 		$281K Sell
3,169
-858
-21% -$73.1K 0.07% 113
2022
Q4 		$328K Buy
+4,027
New +$337K 0.09% 99

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Revolve Wealth Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.95% in Q2 2026, selling an estimated $2.89K and leaving 1,668 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #265.

Revolve Wealth Partners first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. The position peaked at $396K in Q3 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Revolve Wealth Partners held 1,668 shares of iShares Core S&P US Growth ETF worth $314K as of Q2 2026.
  • Revolve Wealth Partners sold 16 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.89K.
  • iShares Core S&P US Growth ETF made up 0.03% of Revolve Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • Revolve Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Revolve Wealth Partners's iShares Core S&P US Growth ETF position peaked at $396K in Q3 2025.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.