RMG Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

RMG Wealth Management’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 Q1	–	Sell	-500	Closed	-$25.7K	–	625
2025 Q4	$25.7K	Buy	+500	New	+$83.4K	﹤0.01%	194

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 22.9% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RMG Wealth Management's IUSG Position: Q1 2026 in Review

RMG Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 500 shares — an estimated $25.7K sold.

RMG Wealth Management first reported a position in IUSG in Q4 2025 and held it in 1 quarter. The position peaked at $25.7K in Q4 2025. 869 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

RMG Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
RMG Wealth Management sold 500 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $25.7K.
RMG Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and held it in 1 quarter.
RMG Wealth Management's iShares Core S&P US Growth ETF position peaked at $25.7K in Q4 2025.
869 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.