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

Rooted 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 Q2	$6.54M	Buy	34,793 +2,373	+7%	+$429K	1.6%	15
2026 Q1	$5.67M	Buy	32,420 +786	+2%	+$129K	1.5%	16
2025 Q4	$5.2M	Buy	31,634 +1,818	+6%	+$303K	1.46%	16
2025 Q3	$4.92M	Buy	29,816 +897	+3%	+$141K	1.5%	16
2025 Q2	$4.37M	Buy	28,919 +6,569	+29%	+$890K	1.51%	16
2025 Q1	$2.57M	Buy	22,350 +956	+4%	+$132K	1.11%	20
2024 Q4	$3M	Buy	21,394 +95	+0.4%	+$13K	1.18%	22
2024 Q3	$2.78M	Sell	21,299 -46,091	-68%	-$5.86M	1.24%	16
2024 Q2	$8.61M	Buy	67,390 +2,964	+5%	+$354K	3.8%	7
2024 Q1	$7.5M	Buy	64,426 +1,278	+2%	+$142K	3.7%	6
2023 Q4	$6.99M	Buy	63,148 +4,184	+7%	+$412K	3.66%	7
2023 Q3	$5.87M	Sell	58,964 -22,138	-27%	-$2.17M	3.62%	7
2023 Q2	$7.92M	Buy	81,102 +78,451	+2,959%	+$7.19M	5.34%	5
2023 Q1	$238K	Buy	+2,651	New	+$226K	0.18%	72

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 22.96% 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 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Rooted Wealth Advisors's IUSG Position: Q2 2026 in Review

Rooted Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 7.3% in Q2 2026, buying an estimated $429K and bringing the position to 34,793 shares worth $6.54M. The position accounts for 1.6% of the portfolio, ranked #15.

Rooted Wealth Advisors first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.61M in Q2 2024. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Rooted Wealth Advisors held 34,793 shares of iShares Core S&P US Growth ETF worth $6.54M as of Q2 2026.
Rooted Wealth Advisors bought 2,373 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $429K.
iShares Core S&P US Growth ETF made up 1.6% of Rooted Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Rooted Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
Rooted Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $8.61M in Q2 2024.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.