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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
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% +$44.3K 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

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

TL Private Wealth's IUSG Position: Q2 2026 in Review

TL Private Wealth increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.12% in Q2 2026, buying an estimated $1.63K and bringing the position to 7,232 shares worth $1.35M. 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 27 quarters since. 259 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • TL Private Wealth held 7,232 shares of iShares Core S&P US Growth ETF worth $1.35M as of Q2 2026.
  • TL Private Wealth bought 9 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.63K.
  • iShares Core S&P US Growth ETF made up 0.49% of TL Private Wealth's portfolio in Q2 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 27 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on TL Private Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.