SAI
IUSG icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Savvy Advisors Inc's IUSG Position: Q1 2026 in Review

Savvy Advisors Inc reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.5% in Q1 2026, selling an estimated $27.2K and leaving 3,524 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #627.

Savvy Advisors Inc first reported a position in IUSG in Q4 2025 and has held it in 2 quarters since. The position peaked at $619K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Savvy Advisors Inc held 3,524 shares of iShares Core S&P US Growth ETF worth $547K as of Q1 2026.
  • Savvy Advisors Inc sold 165 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $27.2K.
  • iShares Core S&P US Growth ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #627 holding.
  • Savvy Advisors Inc first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's iShares Core S&P US Growth ETF position peaked at $619K in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.