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IUSG icon

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

SteelPeak Wealth’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 		$294K Buy
1,565
+1
+0.1% +$181 0.01% 532
2026
Q1 		$243K Buy
1,564
+1
+0.1% +$165 0.01% 496
2025
Q4 		$263K Sell
1,563
-42
-3% -$7.01K 0.01% 459
2025
Q3 		$264K Buy
1,605
+27
+2% +$4.24K 0.01% 492
2025
Q2 		$237K Sell
1,578
-288
-15% -$39K 0.01% 457
2025
Q1 		$237K Sell
1,866
-88
-5% -$12.2K 0.01% 460
2024
Q4 		$272K Sell
1,954
-17
-0.9% -$2.33K 0.01% 434
2024
Q3 		$260K Sell
1,971
-162
-8% -$20.6K 0.01% 409
2024
Q2 		$272K Sell
2,133
-16
-0.7% -$1.91K 0.01% 402
2024
Q1 		$252K Buy
2,149
+2
+0.1% +$222 0.01% 388
2023
Q4 		$224K Buy
+2,147
New +$211K 0.01% 373
2022
Q1 		– Sell
-1,748
Closed -$202K – 450
2021
Q4 		$202K Buy
+1,748
New +$195K 0.01% 382
2021
Q3 		– Sell
-2,077
Closed -$210K – 451
2021
Q2 		$210K Sell
2,077
-17,193
-89% -$1.66M 0.01% 387
2021
Q1 		$1.75M Sell
19,270
-441
-2% -$39.7K 0.14% 114
2020
Q4 		$1.75M Buy
19,711
+514
+3% +$43.2K 0.16% 108
2020
Q3 		$1.53M Sell
19,197
-1,627
-8% -$127K 0.16% 101
2020
Q2 		$1.5M Buy
20,824
+1,011
+5% +$67.2K 0.19% 93
2020
Q1 		$1.13M Sell
19,813
-1,646
-8% -$108K 0.18% 102
2019
Q4 		$1.45M Buy
+21,459
New +$1.39M 0.2% 97

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 $103B AUM 28.65% 1-Year Est. Return

SteelPeak Wealth's IUSG Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.06% in Q2 2026, buying an estimated $181 and bringing the position to 1,565 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #532.

SteelPeak Wealth first reported a position in IUSG in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.75M in Q1 2021. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • SteelPeak Wealth held 1,565 shares of iShares Core S&P US Growth ETF worth $294K as of Q2 2026.
  • SteelPeak Wealth bought 1 iShares Core S&P US Growth ETF share in Q2 2026, an estimated $181.
  • iShares Core S&P US Growth ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #532 holding.
  • SteelPeak Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • SteelPeak Wealth's iShares Core S&P US Growth ETF position peaked at $1.75M in Q1 2021.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.