Spectrum Wealth Advisory Group
IUSG icon

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

Spectrum Wealth Advisory 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
Q3 		$8.81M Sell
45,456
-108
-0.2% -$20.5K 2.49% 13
2026
Q2 		$8.57M Sell
45,564
-81
-0.2% -$14.6K 2.44% 11
2026
Q1 		$7.08M Sell
45,645
-2,848
-6% -$469K 2.63% 11
2025
Q4 		$8.14M Sell
48,493
-2,151
-4% -$359K 2.99% 11
2025
Q3 		$8.33M Sell
50,644
-153
-0.3% -$24K 3.44% 10
2025
Q2 		$7.64M Buy
50,797
+25
+0% +$3.39K 3.55% 8
2025
Q1 		$6.45M Buy
50,772
+25
+0% +$3.46K 3.1% 11
2024
Q4 		$7.07M Sell
50,747
-309
-0.6% -$42.4K 3.33% 10
2024
Q3 		$6.73M Buy
51,056
+109
+0.2% +$13.9K 3.78% 9
2024
Q2 		$6.49M Sell
50,947
-957
-2% -$114K 6.95% 4
2024
Q1 		$6.08M Sell
51,904
-117
-0.2% -$13K 7% 4
2023
Q4 		$5.42M Sell
52,021
-4,194
-7% -$413K 6.68% 5
2023
Q3 		$5.33M Sell
56,215
-630
-1% -$61.8K 7.38% 4
2023
Q2 		$5.55M Sell
56,845
-6,234
-10% -$572K 7.36% 4
2023
Q1 		$5.6M Sell
63,079
-8,541
-12% -$727K 7.55% 5
2022
Q4 		$5.84M Buy
+71,620
New +$5.99M 8.13% 5

Other funds holding IUSG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Spectrum Wealth Advisory Group's IUSG Position: Q3 2026 in Review

Spectrum Wealth Advisory Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.24% in Q3 2026, selling an estimated $20.5K and leaving 45,456 shares worth $8.81M. The position accounts for 2.49% of the portfolio, ranked #13.

Spectrum Wealth Advisory Group first reported a position in IUSG in Q4 2022 and has held it in 16 quarters since. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Spectrum Wealth Advisory Group held 45,456 shares of iShares Core S&P US Growth ETF worth $8.81M as of Q3 2026.
  • Spectrum Wealth Advisory Group sold 108 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $20.5K.
  • iShares Core S&P US Growth ETF made up 2.49% of Spectrum Wealth Advisory Group's portfolio in Q3 2026, its #13 holding.
  • Spectrum Wealth Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.