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

Three Bridge 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 Q3	$794K	Buy	4,097 +2	+0%	+$379	0.17%	48
2026 Q2	$770K	Buy	4,095 +2	+0%	+$361	0.19%	49
2026 Q1	$635K	Buy	4,093 +2	+0%	+$329	0.17%	52
2025 Q4	$687K	Buy	4,091 +2	+0%	+$334	0.18%	49
2025 Q3	$673K	Buy	4,089 +1	+0%	+$157	0.17%	49
2025 Q2	$615K	Buy	4,088 +2	+0%	+$271	0.16%	60
2025 Q1	$519K	Buy	4,086 +1	+0%	+$138	0.18%	56
2024 Q4	$569K	Buy	4,085 +2	+0%	+$274	0.2%	54
2024 Q3	$539K	Buy	4,083 +2	+0%	+$254	0.2%	54
2024 Q2	$520K	Buy	4,081 +1	+0%	+$119	0.21%	57
2024 Q1	$478K	Hold	4,080	–	–	0.19%	64
2023 Q4	$425K	Sell	4,080 -154	-4%	-$15.2K	0.15%	63
2023 Q3	$403K	Buy	4,234 +154	+4%	+$15.1K	0.17%	63
2023 Q2	$398K	Buy	+4,080	New	+$374K	0.17%	64

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Three Bridge Wealth Advisors's IUSG Position: Q3 2026 in Review

Three Bridge Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.05% in Q3 2026, buying an estimated $379 and bringing the position to 4,097 shares worth $794K. The position accounts for 0.17% of the portfolio, ranked #48.

Three Bridge Wealth Advisors first reported a position in IUSG in Q2 2023 and has held it in 14 quarters since. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Three Bridge Wealth Advisors held 4,097 shares of iShares Core S&P US Growth ETF worth $794K as of Q3 2026.
Three Bridge Wealth Advisors bought 2 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $379.
iShares Core S&P US Growth ETF made up 0.17% of Three Bridge Wealth Advisors's portfolio in Q3 2026, its #48 holding.
Three Bridge Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and has held it in 14 quarters since.
647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.