SWA
IUSG icon

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

Sax 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 		$259K Buy
+1,671
New +$302K 0.01% 473
2025
Q2 		– Sell
-2,688
Closed -$342K – 425
2025
Q1 		$342K Buy
+2,688
New +$372K 0.02% 271

Other funds holding IUSG

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,671 shares worth $259K. The stake represents 0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in IUSG as recently as Q1 2025.

Sax Wealth Advisors first reported a position in IUSG in Q1 2025 and has held it in 2 quarters since. The position peaked at $342K in Q1 2025. 205 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Sax Wealth Advisors held 1,671 shares of iShares Core S&P US Growth ETF worth $259K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Sax Wealth Advisors position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #473 holding.
  • Sax Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • Sax Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $342K in Q1 2025.
  • 205 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.