Topel & Distasi Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Topel & Distasi Wealth Management’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	$2.56M	Hold	13,625	–	–	1.24%	25
2026 Q1	$2.11M	Buy	13,625 +2,980	+28%	+$491K	1.09%	27
2025 Q4	$1.79M	Hold	10,645	–	–	0.87%	30
2025 Q3	$1.75M	Hold	10,645	–	–	0.86%	31
2025 Q2	$1.6M	Sell	10,645 -7,495	-41%	-$1.02M	0.84%	31
2025 Q1	$2.31M	Buy	+18,140	New	+$2.51M	1.08%	28
2022 Q4	–	Sell	-32,004	Closed	-$2.75M	–	70
2022 Q3	$2.75M	Sell	32,004 -2,545	-7%	-$229K	1.52%	24
2022 Q2	$2.89M	Buy	34,549 +74	+0.2%	+$6.78K	1.67%	23
2022 Q1	$3.64M	Buy	+34,475	New	+$3.58M	1.53%	25

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 $103B AUM 28.65% 1-Year Est. Return

Topel & Distasi Wealth Management's IUSG Position: Q2 2026 in Review

Topel & Distasi Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 13,625 shares worth $2.56M. The position accounts for 1.24% of the portfolio, ranked #25.

Topel & Distasi Wealth Management first reported a position in IUSG in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.64M in Q1 2022. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Topel & Distasi Wealth Management held 13,625 shares of iShares Core S&P US Growth ETF worth $2.56M as of Q2 2026.
Topel & Distasi Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 1.24% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #25 holding.
Topel & Distasi Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and has held it in 9 quarters since.
Topel & Distasi Wealth Management's iShares Core S&P US Growth ETF position peaked at $3.64M in Q1 2022.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.