RWA Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

RWA Wealth Partners’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	$22.4M	Buy	119,223 +372	+0.3%	+$67.2K	0.21%	71
2026 Q1	$18.4M	Buy	118,851 +3,084	+3%	+$508K	0.2%	72
2025 Q4	$19.4M	Sell	115,767 -705	-0.6%	-$118K	0.21%	69
2025 Q3	$19.2M	Sell	116,472 -371	-0.3%	-$58.3K	0.22%	65
2025 Q2	$17.6M	Sell	116,843 -462	-0.4%	-$62.6K	0.22%	71
2025 Q1	$14.9M	Sell	117,305 -5,562	-5%	-$769K	0.19%	78
2024 Q4	$17.1M	Sell	122,867 -10,407	-8%	-$1.43M	0.21%	71
2024 Q3	$17.6M	Sell	133,274 -3,406	-2%	-$433K	0.22%	71
2024 Q2	$17.4M	Sell	136,680 -2,690	-2%	-$321K	0.23%	72
2024 Q1	$16.3M	Sell	139,370 -9,010	-6%	-$1M	0.22%	74
2023 Q4	$15.4M	Buy	148,380 +5,272	+4%	+$519K	0.22%	75
2023 Q3	$13.6M	Sell	143,108 -8,087	-5%	-$793K	0.3%	33
2023 Q2	$14.8M	Sell	151,195 -80,393	-35%	-$7.37M	0.32%	29
2023 Q1	$20.6M	Buy	231,588 +2,708	+1%	+$231K	0.49%	18
2022 Q4	$19M	Buy	+228,880	New	+$19.1M	0.47%	20

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

RWA Wealth Partners's IUSG Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.31% in Q2 2026, buying an estimated $67.2K and bringing the position to 119,223 shares worth $22.4M. The position accounts for 0.21% of the portfolio, ranked #71.

RWA Wealth Partners first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 931 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

RWA Wealth Partners held 119,223 shares of iShares Core S&P US Growth ETF worth $22.4M as of Q2 2026.
RWA Wealth Partners bought 372 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $67.2K.
iShares Core S&P US Growth ETF made up 0.21% of RWA Wealth Partners's portfolio in Q2 2026, its #71 holding.
RWA Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
931 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.