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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
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% +$9.78M 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

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

Spire Wealth Management's IUSG Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.13% in Q2 2026, selling an estimated $33.4K and leaving 138,357 shares worth $26M. The position accounts for 0.79% of the portfolio, ranked #23.

Spire Wealth Management first reported a position in IUSG in Q1 2021 and has held it in 22 quarters since. The position peaked at $126M in Q1 2024. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Spire Wealth Management held 138,357 shares of iShares Core S&P US Growth ETF worth $26M as of Q2 2026.
  • Spire Wealth Management sold 185 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $33.4K.
  • iShares Core S&P US Growth ETF made up 0.79% of Spire Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Spire Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Core S&P US Growth ETF position peaked at $126M in Q1 2024.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.