SFG Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

SFG Wealth Management’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	$365K	Buy	1,942 +319	+20%	+$57.6K	0.13%	96
2026 Q1	$252K	Sell	1,623 -520	-24%	-$85.6K	0.1%	90
2025 Q4	$360K	Sell	2,143 -158	-7%	-$26.4K	0.14%	96
2025 Q3	$379K	Sell	2,301 -98	-4%	-$15.4K	0.16%	93
2025 Q2	$361K	Sell	2,399 -84	-3%	-$11.4K	0.22%	60
2025 Q1	$316K	Sell	2,483 -74	-3%	-$10.2K	0.15%	95
2024 Q4	$356K	Buy	2,557 +140	+6%	+$19.2K	0.19%	69
2024 Q3	$319K	Buy	2,417 +1	+0%	+$127	0.17%	69
2024 Q2	$308K	Sell	2,416 -622	-20%	-$74.2K	0.18%	75
2024 Q1	$356K	Sell	3,038 -364	-11%	-$40.5K	0.21%	68
2023 Q4	$354K	Buy	3,402 +709	+26%	+$69.8K	0.24%	63
2023 Q3	$255K	Hold	2,693	–	–	0.2%	74
2023 Q2	$263K	Buy	2,693 +413	+18%	+$37.9K	0.22%	76
2023 Q1	$202K	Buy	+2,280	New	+$194K	0.22%	76
2022 Q2	–	Sell	-2,805	Closed	-$296K	–	89
2022 Q1	$296K	Sell	2,805 -743	-21%	-$77.2K	0.28%	65
2021 Q4	$410K	Buy	+3,548	New	+$396K	0.36%	61

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

SFG Wealth Management's IUSG Position: Q2 2026 in Review

SFG Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 20% in Q2 2026, buying an estimated $57.6K and bringing the position to 1,942 shares worth $365K. The position accounts for 0.13% of the portfolio, ranked #96.

SFG Wealth Management first reported a position in IUSG in Q4 2021 and has held it in 16 quarters since. The position peaked at $410K in Q4 2021. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

SFG Wealth Management held 1,942 shares of iShares Core S&P US Growth ETF worth $365K as of Q2 2026.
SFG Wealth Management bought 319 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $57.6K.
iShares Core S&P US Growth ETF made up 0.13% of SFG Wealth Management's portfolio in Q2 2026, its #96 holding.
SFG Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 16 quarters since.
SFG Wealth Management's iShares Core S&P US Growth ETF position peaked at $410K in Q4 2021.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.