SWA
IUSG icon

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

Strategies Wealth Advisors’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 		$25.3M Sell
134,539
-15,692
-10% -$2.83M 2.26% 10
2026
Q1 		$23.3M Sell
150,231
-17,334
-10% -$2.85M 2.34% 9
2025
Q4 		$28.1M Sell
167,565
-13,762
-8% -$2.3M 2.82% 9
2025
Q3 		$29.8M Sell
181,327
-23,478
-11% -$3.69M 3.1% 9
2025
Q2 		$30.8M Buy
204,805
+25,009
+14% +$3.39M 3.36% 9
2025
Q1 		$22.8M Sell
179,796
-6,844
-4% -$946K 2.79% 9
2024
Q4 		$27M Sell
186,640
-6,689
-3% -$918K 3.37% 9
2024
Q3 		$25.5M Sell
193,329
-11,840
-6% -$1.51M 3.41% 10
2024
Q2 		$26.2M Sell
205,169
-16,572
-7% -$1.98M 3.81% 10
2024
Q1 		$26M Sell
221,741
-13,238
-6% -$1.47M 4% 10
2023
Q4 		$24.5M Sell
234,979
-11,975
-5% -$1.18M 4.18% 9
2023
Q3 		$23.4M Buy
246,954
+973
+0.4% +$95.5K 4.6% 6
2023
Q2 		$24M Sell
245,981
-11,379
-4% -$1.04M 4.91% 6
2023
Q1 		$22.8M Sell
257,360
-10,089
-4% -$859K 5.03% 6
2022
Q4 		$21.8M Buy
+267,449
New +$22.4M 5.37% 5
2022
Q2 		$7.01M Buy
83,741
+6,980
+9% +$640K 2.01% 11
2022
Q1 		$8.11M Buy
76,761
+82
+0.1% +$8.52K 2.17% 11
2021
Q4 		$8.87M Buy
+76,679
New +$8.55M 2.49% 11

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

Strategies Wealth Advisors's IUSG Position: Q2 2026 in Review

Strategies Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 10% in Q2 2026, selling an estimated $2.83M and leaving 134,539 shares worth $25.3M. The position accounts for 2.26% of the portfolio, ranked #10.

Strategies Wealth Advisors first reported a position in IUSG in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.8M in Q2 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Strategies Wealth Advisors held 134,539 shares of iShares Core S&P US Growth ETF worth $25.3M as of Q2 2026.
  • Strategies Wealth Advisors sold 15,692 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.83M.
  • iShares Core S&P US Growth ETF made up 2.26% of Strategies Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Strategies Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Strategies Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $30.8M in Q2 2025.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.