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

Summit Wealth Partners’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 		$1.49M Hold
7,938
– – 0.21% 80
2026
Q1 		$1.23M Hold
7,938
– – 0.19% 90
2025
Q4 		$1.33M Buy
7,938
+1
+0% +$167 0.25% 69
2025
Q3 		$1.31M Buy
7,937
+978
+14% +$154K 0.24% 72
2025
Q2 		$1.05M Buy
6,959
+1,750
+34% +$237K 0.2% 77
2025
Q1 		$662K Buy
5,209
+2,008
+63% +$278K 0.13% 107
2024
Q4 		$446K Sell
3,201
-4
-0.1% -$549 0.09% 130
2024
Q3 		$423K Hold
3,205
– – 0.08% 156
2024
Q2 		$409K Hold
3,205
– – 0.08% 150
2024
Q1 		$376K Sell
3,205
-75
-2% -$8.34K 0.08% 150
2023
Q4 		$341K Buy
3,280
+99
+3% +$9.75K 0.08% 148
2023
Q3 		$302K Buy
+3,181
New +$312K 0.08% 141

Other funds holding IUSG

Envestnet Asset Management
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CSWG
Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

Summit Wealth Partners's IUSG Position: Q2 2026 in Review

Summit Wealth Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 7,938 shares worth $1.49M. The position accounts for 0.21% of the portfolio, ranked #80.

Summit Wealth Partners first reported a position in IUSG in Q3 2023 and has held it in 12 quarters since. 484 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Summit Wealth Partners held 7,938 shares of iShares Core S&P US Growth ETF worth $1.49M as of Q2 2026.
  • Summit Wealth Partners left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.21% of Summit Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Summit Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 484 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.