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 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 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 $8.74B AUM 14.62% 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

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

Talisman Wealth Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q1 2026, selling an estimated $187K and leaving 7,705 shares worth $1.2M. The position accounts for 0.96% of the portfolio, ranked #28.

Talisman Wealth Advisors first reported a position in IUSG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.49M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Talisman Wealth Advisors held 7,705 shares of iShares Core S&P US Growth ETF worth $1.2M as of Q1 2026.
Talisman Wealth Advisors sold 1,135 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $187K.
iShares Core S&P US Growth ETF made up 0.96% of Talisman Wealth Advisors's portfolio in Q1 2026, its #28 holding.
Talisman Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $1.49M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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