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

Talisman 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 		– Sell
-7,705
Closed -$1.2M – 127
2026
Q1 		$1.2M Sell
7,705
-1,135
-13% -$187K 0.96% 28
2025
Q4 		$1.49M Sell
8,840
-8
-0.1% -$1.33K 1.16% 24
2025
Q3 		$1.46M Buy
8,848
+106
+1% +$16.6K 1.21% 22
2025
Q2 		$1.31M Buy
8,742
+17
+0.2% +$2.31K 1.2% 22
2025
Q1 		$1.11M Buy
8,725
+222
+3% +$30.7K 1.14% 23
2024
Q4 		$1.18M Sell
8,503
-410
-5% -$56.3K 1.26% 21
2024
Q3 		$1.17M Buy
8,913
+178
+2% +$22.6K 1.23% 23
2024
Q2 		$1.11M Buy
8,735
+83
+1% +$9.9K 1.29% 21
2024
Q1 		$1.01M Sell
8,652
-189
-2% -$21K 1.27% 21
2023
Q4 		$920K Sell
8,841
-1,088
-11% -$107K 1.37% 21
2023
Q3 		$942K Buy
9,929
+124
+1% +$12.2K 1.63% 18
2023
Q2 		$957K Buy
9,805
+205
+2% +$18.8K 1.63% 19
2023
Q1 		$852K Buy
9,600
+16
+0.2% +$1.36K 1.54% 18
2022
Q4 		$781K Buy
+9,584
New +$801K 1.66% 20

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

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

Talisman Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 7,705 shares — an estimated $1.2M sold.

Talisman Wealth Advisors first reported a position in IUSG in Q4 2022 and held it in 14 quarters. The position peaked at $1.49M in Q4 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Talisman Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Talisman Wealth Advisors sold 7,705 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.2M.
  • Talisman Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 14 quarters.
  • Talisman Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $1.49M in Q4 2025.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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