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 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 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 $9.54B AUM 19.86% 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

Spectrum Wealth Advisory Group's IUSG Position: Q1 2026 in Review

Spectrum Wealth Advisory Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 5.9% in Q1 2026, selling an estimated $469K and leaving 45,645 shares worth $7.08M. The position accounts for 2.63% of the portfolio, ranked #11.

Spectrum Wealth Advisory Group first reported a position in IUSG in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.33M in Q3 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Spectrum Wealth Advisory Group held 45,645 shares of iShares Core S&P US Growth ETF worth $7.08M as of Q1 2026.
Spectrum Wealth Advisory Group sold 2,848 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $469K.
iShares Core S&P US Growth ETF made up 2.63% of Spectrum Wealth Advisory Group's portfolio in Q1 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 14 quarters since.
Spectrum Wealth Advisory Group's iShares Core S&P US Growth ETF position peaked at $8.33M in Q3 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.