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

Stratos 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	$680K	Sell	4,381 -7	-0.2%	-$1.15K	0.04%	335
2025 Q4	$737K	Buy	4,388 +1	+0%	+$167	0.04%	358
2025 Q3	$722K	Buy	4,387 +1	+0%	+$157	0.03%	379
2025 Q2	$660K	Buy	4,386 +41	+0.9%	+$5.56K	0.03%	395
2025 Q1	$552K	Buy	4,345 +1	+0%	+$138	0.03%	413
2024 Q4	$605K	Sell	4,344 -14	-0.3%	-$1.92K	0.03%	423
2024 Q3	$575K	Buy	4,358 +197	+5%	+$25.1K	0.03%	466
2024 Q2	$531K	Buy	4,161 +41	+1%	+$4.89K	0.03%	459
2024 Q1	$483K	Sell	4,120 -8	-0.2%	-$890	0.03%	465
2023 Q4	$430K	Buy	4,128 +3	+0.1%	+$296	0.02%	488
2023 Q3	$391K	Hold	4,125	–	–	0.03%	469
2023 Q2	$403K	Buy	4,125 +1	+0%	+$92	0.03%	456
2023 Q1	$366K	Sell	4,124 -37	-0.9%	-$3.15K	0.03%	462
2022 Q4	$339K	Buy	4,161 +328	+9%	+$27.4K	0.03%	452
2022 Q3	$307K	Buy	3,833 +151	+4%	+$13.6K	0.03%	420
2022 Q2	$308K	Buy	3,682 +381	+12%	+$34.9K	0.03%	432
2022 Q1	$349K	Sell	3,301 -59,969	-95%	-$6.23M	0.03%	428
2021 Q4	$7.32M	Buy	63,270 +38,145	+152%	+$4.25M	0.53%	39
2021 Q3	$2.57M	Buy	25,125 +20,069	+397%	+$2.12M	0.22%	124
2021 Q2	$511K	Buy	5,056 +194	+4%	+$18.7K	0.05%	353
2021 Q1	$441K	Sell	4,862 -75	-2%	-$6.76K	0.05%	329
2020 Q4	$438K	Buy	4,937 +2,193	+80%	+$184K	0.06%	260
2020 Q3	$219K	Buy	+2,744	New	+$215K	0.05%	287
2020 Q2	–	Sell	-2,741	Closed	-$156K	–	316
2020 Q1	$156K	Buy	+2,741	New	+$180K	0.11%	152

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 $374B AUM 17.66% 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

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

Stratos Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.16% in Q1 2026, selling an estimated $1.15K and leaving 4,381 shares worth $680K. The position accounts for 0.04% of the portfolio, ranked #335.

Stratos Wealth Advisors first reported a position in IUSG in Q1 2020 and has held it in 24 quarters since. The position peaked at $7.32M in Q4 2021. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Stratos Wealth Advisors held 4,381 shares of iShares Core S&P US Growth ETF worth $680K as of Q1 2026.
Stratos Wealth Advisors sold 7 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.15K.
iShares Core S&P US Growth ETF made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #335 holding.
Stratos Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 24 quarters since.
Stratos Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $7.32M in Q4 2021.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.