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

SHP 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
Q1 		$77M Buy
496,636
+30,249
+6% +$4.98M 5.81% 5
2025
Q4 		$78.3M Buy
+466,387
New +$77.8M 6.09% 3

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 $445B AUM 25.58% 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 $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 $1.56T 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

SHP Wealth Management's IUSG Position: Q1 2026 in Review

SHP Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 6.5% in Q1 2026, buying an estimated $4.98M and bringing the position to 496,636 shares worth $77M. The position accounts for 5.81% of the portfolio, ranked #5.

SHP Wealth Management first reported a position in IUSG in Q4 2025 and has held it in 2 quarters since. The position peaked at $78.3M in Q4 2025. 864 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • SHP Wealth Management held 496,636 shares of iShares Core S&P US Growth ETF worth $77M as of Q1 2026.
  • SHP Wealth Management bought 30,249 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $4.98M.
  • iShares Core S&P US Growth ETF made up 5.81% of SHP Wealth Management's portfolio in Q1 2026, its #5 holding.
  • SHP Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Core S&P US Growth ETF position peaked at $78.3M in Q4 2025.
  • 864 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.