Spire Wealth Management
IUSG icon

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

Spire 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
Q3 		$26.1M Sell
134,621
-3,736
-3% -$708K 0.8% 24
2026
Q2 		$26M Sell
138,357
-185
-0.1% -$33.4K 0.79% 23
2026
Q1 		$21.5M Sell
138,542
-3,141
-2% -$517K 0.73% 30
2025
Q4 		$23.8M Sell
141,683
-3,196
-2% -$533K 0.8% 23
2025
Q3 		$23.8M Sell
144,879
-9,793
-6% -$1.54M 0.81% 20
2025
Q2 		$22.3M Sell
154,672
-35,642
-19% -$4.83M 0.8% 21
2025
Q1 		$24.2M Sell
190,314
-17,685
-9% -$2.45M 0.77% 25
2024
Q4 		$29M Buy
207,999
+71,291
+52% +$9.8M 0.9% 16
2024
Q3 		$18M Sell
136,708
-7,611
-5% -$968K 0.61% 36
2024
Q2 		$18.3M Sell
144,319
-8,613
-6% -$1.03M 0.65% 33
2024
Q1 		$126M Sell
152,932
-2,313
-1% -$257K 2.28% 7
2023
Q4 		$16.7M Buy
155,245
+8,386
+6% +$826K 0.55% 36
2023
Q3 		$13.9M Buy
146,859
+385
+0.3% +$37.8K 0.53% 42
2023
Q2 		$14.3M Buy
146,474
+6,303
+4% +$578K 0.53% 39
2023
Q1 		$12.4M Buy
140,171
+35,495
+34% +$3.02M 0.48% 41
2022
Q4 		$8.53M Buy
104,676
+1,767
+2% +$148K 0.48% 46
2022
Q3 		$8.25M Sell
102,909
-33,361
-24% -$3M 0.5% 42
2022
Q2 		$11.4M Sell
136,270
-13,441
-9% -$1.23M 0.47% 50
2022
Q1 		$15.8M Buy
149,711
+1,936
+1% +$201K 0.42% 59
2021
Q4 		$17.1M Sell
147,775
-1,984
-1% -$221K 0.38% 67
2021
Q3 		$15.3M Buy
149,759
+20,078
+15% +$2.12M 0.41% 62
2021
Q2 		$13.2M Buy
129,681
+566
+0.4% +$54.5K 0.36% 73
2021
Q1 		$11.4M Buy
+129,115
New +$11.6M 0.3% 91

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

Spire Wealth Management's IUSG Position: Q3 2026 in Review

Spire Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.7% in Q3 2026, selling an estimated $708K and leaving 134,621 shares worth $26.1M. The position accounts for 0.8% of the portfolio, ranked #24.

Spire Wealth Management first reported a position in IUSG in Q1 2021 and has held it in 23 quarters since. The position peaked at $126M in Q1 2024. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Spire Wealth Management held 134,621 shares of iShares Core S&P US Growth ETF worth $26.1M as of Q3 2026.
  • Spire Wealth Management sold 3,736 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $708K.
  • iShares Core S&P US Growth ETF made up 0.8% of Spire Wealth Management's portfolio in Q3 2026, its #24 holding.
  • Spire Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's iShares Core S&P US Growth ETF position peaked at $126M in Q1 2024.
  • 647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.