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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategies Wealth Advisors's IUSG Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 10% in Q1 2026, selling an estimated $2.85M and leaving 150,231 shares worth $23.3M. The position accounts for 2.34% of the portfolio, ranked #9.

Strategies Wealth Advisors first reported a position in IUSG in Q4 2021 and has held it in 17 quarters since. The position peaked at $30.8M in Q2 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Strategies Wealth Advisors held 150,231 shares of iShares Core S&P US Growth ETF worth $23.3M as of Q1 2026.
Strategies Wealth Advisors sold 17,334 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $2.85M.
iShares Core S&P US Growth ETF made up 2.34% of Strategies Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Strategies Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $30.8M in Q2 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.