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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Three Bridge Wealth Advisors's IUSG Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.05% in Q2 2026, buying an estimated $361 and bringing the position to 4,095 shares worth $770K. The position accounts for 0.19% of the portfolio, ranked #49.

Three Bridge Wealth Advisors first reported a position in IUSG in Q2 2023 and has held it in 13 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Three Bridge Wealth Advisors held 4,095 shares of iShares Core S&P US Growth ETF worth $770K as of Q2 2026.
Three Bridge Wealth Advisors bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
iShares Core S&P US Growth ETF made up 0.19% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #49 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 13 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.