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

TritonPoint 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	$331K	Hold	1,758	–	–	0.03%	221
2026 Q1	$273K	Hold	1,758	–	–	0.03%	230
2025 Q4	$295K	Sell	1,758 -2,408	-58%	-$402K	0.03%	219
2025 Q3	$685K	Hold	4,166	–	–	0.06%	189
2025 Q2	$627K	Sell	4,166 -200	-5%	-$27.1K	0.06%	192
2025 Q1	$555K	Hold	4,366	–	–	0.05%	204
2024 Q4	$608K	Hold	4,366	–	–	0.06%	190
2024 Q3	$572K	Hold	4,366	–	–	0.05%	199
2024 Q2	$557K	Sell	4,366 -111	-2%	-$13.2K	0.05%	191
2024 Q1	$532K	Sell	4,477 -1,295	-22%	-$144K	0.06%	198
2023 Q4	$601K	Buy	+5,772	New	+$569K	0.06%	197

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

TritonPoint Wealth's IUSG Position: Q2 2026 in Review

TritonPoint Wealth held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,758 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #221.

TritonPoint Wealth first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $685K in Q3 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

TritonPoint Wealth held 1,758 shares of iShares Core S&P US Growth ETF worth $331K as of Q2 2026.
TritonPoint Wealth left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #221 holding.
TritonPoint Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's iShares Core S&P US Growth ETF position peaked at $685K in Q3 2025.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.