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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $250B AUM 21.32% 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 $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Spectrum Wealth Advisory Group's IUSG Position: Q2 2026 in Review

Spectrum Wealth Advisory Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.18% in Q2 2026, selling an estimated $14.6K and leaving 45,564 shares worth $8.57M. The position accounts for 2.44% of the portfolio, ranked #11.

Spectrum Wealth Advisory Group first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Spectrum Wealth Advisory Group held 45,564 shares of iShares Core S&P US Growth ETF worth $8.57M as of Q2 2026.
  • Spectrum Wealth Advisory Group sold 81 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $14.6K.
  • iShares Core S&P US Growth ETF made up 2.44% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #11 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 15 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.