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Seven Springs Wealth Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Seven Springs Wealth Group’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 		$13.6M Buy
72,304
+6,186
+9% +$1.12M 2.97% 9
2026
Q1 		$10.3M Buy
66,118
+9,004
+16% +$1.48M 2.37% 11
2025
Q4 		$9.59M Buy
57,114
+7,694
+16% +$1.28M 2.74% 10
2025
Q3 		$8.13M Buy
49,420
+9,043
+22% +$1.42M 1.97% 11
2025
Q2 		$6.07M Buy
40,377
+5,614
+16% +$761K 1.5% 13
2025
Q1 		$4.42M Buy
34,763
+10,800
+45% +$1.49M 1.57% 14
2024
Q4 		$3.34M Sell
23,963
-907
-4% -$124K 1.24% 21
2024
Q3 		$3.28M Sell
24,870
-291
-1% -$37K 1.19% 21
2024
Q2 		$3.21M Buy
25,161
+717
+3% +$85.5K 1.25% 18
2024
Q1 		$2.87M Buy
24,444
+61
+0.3% +$6.79K 1.1% 19
2023
Q4 		$2.54M Buy
24,383
+363
+2% +$35.8K 1.14% 18
2023
Q3 		$2.28M Buy
24,020
+555
+2% +$54.5K 1.09% 18
2023
Q2 		$2.29M Buy
23,465
+1,217
+5% +$112K 1.09% 16
2023
Q1 		$1.97M Buy
22,248
+2,244
+11% +$191K 0.98% 19
2022
Q4 		$1.63M Buy
20,004
+647
+3% +$54.1K 0.79% 19
2022
Q3 		$1.55M Buy
19,357
+2,226
+13% +$200K 0.84% 17
2022
Q2 		$1.43M Buy
17,131
+1,724
+11% +$158K 0.72% 19
2022
Q1 		$1.63M Buy
15,407
+1,667
+12% +$173K 0.77% 18
2021
Q4 		$1.59M Buy
13,740
+1,993
+17% +$222K 0.73% 20
2021
Q3 		$1.2M Buy
11,747
+702
+6% +$74.2K 0.59% 22
2021
Q2 		$1.11M Buy
11,045
+739
+7% +$71.2K 0.48% 23
2021
Q1 		$936K Buy
10,306
+381
+4% +$34.3K 0.44% 23
2020
Q4 		$880K Buy
9,925
+9,866
+16,722% +$830K 0.45% 22
2020
Q3 		$5K Hold
59
– – ﹤0.01% 123
2020
Q2 		$4K Hold
59
– – ﹤0.01% 124
2020
Q1 		$3K Buy
+59
New +$3.88K ﹤0.01% 129

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 22.96% 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
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

Seven Springs Wealth Group's IUSG Position: Q2 2026 in Review

Seven Springs Wealth Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 9.4% in Q2 2026, buying an estimated $1.12M and bringing the position to 72,304 shares worth $13.6M. The position accounts for 2.97% of the portfolio, ranked #9.

Seven Springs Wealth Group first reported a position in IUSG in Q1 2020 and has held it in 26 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Seven Springs Wealth Group held 72,304 shares of iShares Core S&P US Growth ETF worth $13.6M as of Q2 2026.
  • Seven Springs Wealth Group bought 6,186 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.12M.
  • iShares Core S&P US Growth ETF made up 2.97% of Seven Springs Wealth Group's portfolio in Q2 2026, its #9 holding.
  • Seven Springs Wealth Group first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.