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Richards, Merrill & Peterson’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Richards, Merrill & Peterson’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 		$24.8K Hold
132
– – 0.01% 261
2026
Q1 		$20.5K Hold
132
– – 0.01% 256
2025
Q4 		$22.2K Hold
132
– – 0.01% 244
2025
Q3 		$21.7K Hold
132
– – 0.01% 201
2025
Q2 		$19.9K Buy
+132
New +$17.9K 0.01% 189

Other funds holding IUSG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

Richards, Merrill & Peterson's IUSG Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 132 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #261.

Richards, Merrill & Peterson first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Richards, Merrill & Peterson held 132 shares of iShares Core S&P US Growth ETF worth $24.8K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #261 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.