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

Simplicity Wealth’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	$682K	Sell	4,400 -612	-12%	-$101K	0.04%	379
2025 Q4	$842K	Buy	5,012 +25	+0.5%	+$4.17K	0.05%	317
2025 Q3	$821K	Buy	4,987 +1,727	+53%	+$271K	0.05%	339
2025 Q2	$490K	Buy	+3,260	New	+$442K	0.02%	461
2024 Q3	–	Sell	-4,233	Closed	-$540K	–	840
2024 Q2	$540K	Buy	4,233 +2,368	+127%	+$282K	0.01%	725
2024 Q1	$219K	Buy	+1,865	New	+$207K	0.01%	1029

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Wealth's IUSG Position: Q1 2026 in Review

Simplicity Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q1 2026, selling an estimated $101K and leaving 4,400 shares worth $682K. The position accounts for 0.04% of the portfolio, ranked #379.

Simplicity Wealth first reported a position in IUSG in Q1 2024 and has held it in 6 quarters since. The position peaked at $842K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Simplicity Wealth held 4,400 shares of iShares Core S&P US Growth ETF worth $682K as of Q1 2026.
Simplicity Wealth sold 612 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $101K.
iShares Core S&P US Growth ETF made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #379 holding.
Simplicity Wealth first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's iShares Core S&P US Growth ETF position peaked at $842K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.