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

Smith Salley 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	$774K	Buy	+4,114	New	+$743K	0.03%	172

Other funds holding IUSG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Smith Salley Wealth Management's IUSG Position: Q2 2026 in Review

Smith Salley Wealth Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 4,114 shares worth $774K. The stake represents 0.03% of the portfolio and ranks #172 among its holdings.

287 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Smith Salley Wealth Management held 4,114 shares of iShares Core S&P US Growth ETF worth $774K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Smith Salley Wealth Management position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #172 holding.
287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.