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Savvy Advisors Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Savvy Advisors Inc’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 		$1.36M Buy
7,233
+3,709
+105% +$670K 0.03% 432
2026
Q1 		$547K Sell
3,524
-165
-4% -$27.2K 0.01% 627
2025
Q4 		$619K Buy
+3,689
New +$615K 0.02% 500

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Savvy Advisors Inc's IUSG Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Core S&P US Growth ETF (IUSG) stake by 105% in Q2 2026, buying an estimated $670K and bringing the position to 7,233 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #432.

Savvy Advisors Inc first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Savvy Advisors Inc held 7,233 shares of iShares Core S&P US Growth ETF worth $1.36M as of Q2 2026.
  • Savvy Advisors Inc bought 3,709 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $670K.
  • iShares Core S&P US Growth ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #432 holding.
  • Savvy Advisors Inc first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.