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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.21M Buy
11,772
+2,230
+23% +$403K 1.33% 20
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

Robinson Smith Wealth Advisors's IUSG Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 23% in Q2 2026, buying an estimated $403K and bringing the position to 11,772 shares worth $2.21M. The position accounts for 1.33% of the portfolio, ranked #20.

Robinson Smith Wealth Advisors first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Robinson Smith Wealth Advisors held 11,772 shares of iShares Core S&P US Growth ETF worth $2.21M as of Q2 2026.
  • Robinson Smith Wealth Advisors bought 2,230 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $403K.
  • iShares Core S&P US Growth ETF made up 1.33% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #20 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 11 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.