TL Private Wealth
IUSG icon

TL Private Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TL Private Wealth’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 		$1.37M Sell
6,951
-281
-4% -$53.2K 0.49% 13
2026
Q2 		$1.35M Buy
7,232
+9
+0.1% +$1.63K 0.49% 13
2026
Q1 		$1.19M Buy
7,223
+235
+3% +$38.7K 0.47% 13
2025
Q4 		$1.19M Sell
6,988
-26
-0.4% -$4.34K 0.46% 14
2025
Q3 		$1.15M Buy
7,014
+5
+0.1% +$785 0.46% 14
2025
Q2 		$1.06M Buy
7,009
+10
+0.1% +$1.36K 0.44% 14
2025
Q1 		$796K Buy
6,999
+13
+0.2% +$1.8K 0.39% 15
2024
Q4 		$987K Buy
6,986
+7
+0.1% +$961 0.44% 14
2024
Q3 		$910K Buy
6,979
+14
+0.2% +$1.78K 0.41% 16
2024
Q2 		$922K Buy
6,965
+8
+0.1% +$954 0.42% 14
2024
Q1 		$813K Sell
6,957
-4,765
-41% -$530K 0.4% 17
2023
Q4 		$1.22M Buy
11,722
+66
+0.6% +$6.5K 0.63% 11
2023
Q3 		$1.13M Buy
11,656
+451
+4% +$44.2K 0.64% 11
2023
Q2 		$1.08M Buy
11,205
+14
+0.1% +$1.28K 0.6% 11
2023
Q1 		$993K Buy
11,191
+21
+0.2% +$1.79K 0.56% 13
2022
Q4 		$911K Buy
11,170
+19
+0.2% +$1.59K 0.53% 17
2022
Q3 		$896K Buy
11,151
+944
+9% +$85K 0.56% 15
2022
Q2 		$869K Buy
10,207
+292
+3% +$26.8K 0.51% 17
2022
Q1 		$985K Buy
9,915
+459
+5% +$47.7K 0.52% 16
2021
Q4 		$949K Sell
9,456
-9
-0.1% -$1K 0.54% 16
2021
Q3 		$1.04M Sell
9,465
-193
-2% -$20.4K 0.57% 15
2021
Q2 		$975K Buy
9,658
+1,560
+19% +$150K 0.57% 16
2021
Q1 		$776K Sell
8,098
-200
-2% -$18K 0.48% 17
2020
Q4 		$755K Buy
8,298
+916
+12% +$77.1K 0.48% 17
2020
Q3 		$623K Buy
7,382
+211
+3% +$16.5K 0.44% 16
2020
Q2 		$542K Sell
7,171
-765
-10% -$50.8K 0.43% 17
2020
Q1 		$514K Sell
7,936
-2,948
-27% -$194K 0.47% 16
2019
Q4 		$786K Buy
+10,884
New +$705K 0.68% 15

Other funds holding IUSG

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TL Private Wealth's IUSG Position: Q3 2026 in Review

TL Private Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 3.9% in Q3 2026, selling an estimated $53.2K and leaving 6,951 shares worth $1.37M. The position accounts for 0.49% of the portfolio, ranked #13.

TL Private Wealth first reported a position in IUSG in Q4 2019 and has held it in 28 quarters since. 259 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • TL Private Wealth held 6,951 shares of iShares Core S&P US Growth ETF worth $1.37M as of Q3 2026.
  • TL Private Wealth sold 281 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $53.2K.
  • iShares Core S&P US Growth ETF made up 0.49% of TL Private Wealth's portfolio in Q3 2026, its #13 holding.
  • TL Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on TL Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.