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

Stone Summit 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
Q3 		$709K Hold
3,661
– – 0.19% 78
2026
Q2 		$689K Buy
3,661
+543
+17% +$98.1K 0.17% 84
2026
Q1 		$484K Buy
+3,118
New +$513K 0.13% 92

Other funds holding IUSG

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Stone Summit Wealth's IUSG Position: Q3 2026 in Review

Stone Summit Wealth held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 3,661 shares worth $709K. The position accounts for 0.19% of the portfolio, ranked #78.

Stone Summit Wealth first reported a position in IUSG in Q1 2026 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Stone Summit Wealth held 3,661 shares of iShares Core S&P US Growth ETF worth $709K as of Q3 2026.
  • Stone Summit Wealth left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Growth ETF made up 0.19% of Stone Summit Wealth's portfolio in Q3 2026, its #78 holding.
  • Stone Summit Wealth first reported a position in iShares Core S&P US Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.