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

Robinson Smith 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 Q1	$1.48M	Hold	9,542	–	–	1%	23
2025 Q4	$1.6M	Hold	9,542	–	–	1.09%	24
2025 Q3	$1.57M	Hold	9,542	–	–	1.13%	23
2025 Q2	$1.44M	Hold	9,542	–	–	1.15%	23
2025 Q1	$1.21M	Hold	9,542	–	–	1.02%	24
2024 Q4	$1.33M	Hold	9,542	–	–	1.13%	23
2024 Q3	$1.26M	Hold	9,542	–	–	1.07%	24
2024 Q2	$1.22M	Buy	9,542 +27	+0.3%	+$3.22K	1.07%	23
2024 Q1	$1.12M	Hold	9,515	–	–	1.07%	25
2023 Q4	$991K	Buy	+9,515	New	+$937K	0.97%	24

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Robinson Smith Wealth Advisors's IUSG Position: Q1 2026 in Review

Robinson Smith Wealth Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 9,542 shares worth $1.48M. The position accounts for 1% of the portfolio, ranked #23.

Robinson Smith Wealth Advisors first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.6M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Robinson Smith Wealth Advisors held 9,542 shares of iShares Core S&P US Growth ETF worth $1.48M as of Q1 2026.
Robinson Smith Wealth Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 1% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #23 holding.
Robinson Smith Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 10 quarters since.
Robinson Smith Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $1.6M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.