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

Total Clarity 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	$1.51M	Buy	8,027 +80	+1%	+$14.5K	0.29%	86
2026 Q1	$1.23M	Buy	7,947 +4,188	+111%	+$689K	0.29%	83
2025 Q4	$631K	Buy	+3,759	New	+$627K	0.15%	154
2022 Q3	–	Sell	-428	Closed	-$36K	–	601
2022 Q2	$36K	Buy	+428	New	+$39.2K	0.02%	456
2022 Q1	–	Sell	-548	Closed	-$63K	–	558
2021 Q4	$63K	Sell	548 -414	-43%	-$46.2K	0.03%	366
2021 Q3	$99K	Buy	+962	New	+$102K	0.05%	305
2021 Q2	–	Sell	-1,033	Closed	-$94K	–	457
2021 Q1	$94K	Buy	+1,033	New	+$93.1K	0.05%	251
2020 Q1	–	Sell	-34,617	Closed	-$2.34M	–	353
2019 Q4	$2.34M	Buy	+34,617	New	+$2.24M	1.76%	11

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

Total Clarity Wealth Management's IUSG Position: Q2 2026 in Review

Total Clarity Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 1% in Q2 2026, buying an estimated $14.5K and bringing the position to 8,027 shares worth $1.51M. The position accounts for 0.29% of the portfolio, ranked #86.

Total Clarity Wealth Management first reported a position in IUSG in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.34M in Q4 2019. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Total Clarity Wealth Management held 8,027 shares of iShares Core S&P US Growth ETF worth $1.51M as of Q2 2026.
Total Clarity Wealth Management bought 80 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $14.5K.
iShares Core S&P US Growth ETF made up 0.29% of Total Clarity Wealth Management's portfolio in Q2 2026, its #86 holding.
Total Clarity Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 8 quarters since.
Total Clarity Wealth Management's iShares Core S&P US Growth ETF position peaked at $2.34M in Q4 2019.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.