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

TRUE Private Wealth Advisors’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	$779K	Buy	4,143 +1,401	+51%	+$253K	0.07%	143
2026 Q1	$425K	Sell	2,742 -225	-8%	-$37K	0.04%	178
2025 Q4	$498K	Buy	2,967 +2	+0.1%	+$334	0.05%	160
2025 Q3	$488K	Hold	2,965	–	–	0.05%	161
2025 Q2	$446K	Sell	2,965 -4	-0.1%	-$542	0.05%	157
2025 Q1	$377K	Sell	2,969 -49	-2%	-$6.78K	0.05%	157
2024 Q4	$421K	Sell	3,018 -22	-0.7%	-$3.02K	0.05%	150
2024 Q3	$401K	Sell	3,040 -1,898	-38%	-$241K	0.05%	139
2024 Q2	$630K	Sell	4,938 -59	-1%	-$7.04K	0.07%	135
2024 Q1	$586K	Buy	4,997 +1	+0%	+$111	0.07%	148
2023 Q4	$520K	Sell	4,996 -500	-9%	-$49.3K	0.07%	153
2023 Q3	$521K	Sell	5,496 -719	-12%	-$70.5K	0.07%	139
2023 Q2	$607K	Sell	6,215 -5	-0.1%	-$459	0.09%	114
2023 Q1	$552K	Buy	6,220 +5	+0.1%	+$426	0.08%	117
2022 Q4	$507K	Sell	6,215 -641	-9%	-$53.6K	0.08%	115
2022 Q3	$549K	Sell	6,856 -162	-2%	-$14.6K	0.08%	104
2022 Q2	$587K	Buy	7,018 +1	+0%	+$92	0.09%	113
2022 Q1	$681K	Sell	7,017 -2,950	-30%	-$306K	0.1%	110
2021 Q4	$1.15M	Sell	9,967 -181	-2%	-$20.2K	0.16%	83
2021 Q3	$1.04M	Sell	10,148 -28	-0.3%	-$2.96K	0.15%	86
2021 Q2	$1.03M	Sell	10,176 -785	-7%	-$75.6K	0.15%	84
2021 Q1	$995K	Sell	10,961 -10,892	-50%	-$982K	0.16%	85
2020 Q4	$1.94M	Sell	21,853 -145,362	-87%	-$12.2M	0.32%	51
2020 Q3	$13.4M	Sell	167,215 -23,708	-12%	-$1.86M	2.28%	12
2020 Q2	$13.7M	Sell	190,923 -38,057	-17%	-$2.53M	2.51%	10
2020 Q1	$13.1M	Buy	228,980 +18,116	+9%	+$1.19M	2.78%	9
2019 Q4	$14.3M	Buy	210,864 +18,735	+10%	+$1.21M	2.19%	9
2019 Q3	$12.1M	Sell	192,129 -986	-0.5%	-$62.3K	2.09%	9
2019 Q2	$12.1M	Buy	193,115 +31,579	+20%	+$1.94M	2.06%	9
2019 Q1	$9.74M	Sell	161,536 -42	-0%	-$2.41K	1.86%	9
2018 Q4	$8.52M	Sell	161,578 -3,308	-2%	-$188K	1.5%	15
2018 Q3	$10.3M	Buy	164,886 +20,315	+14%	+$1.23M	1.45%	21
2018 Q2	$8.29M	Buy	144,571 +4,176	+3%	+$236K	1.3%	19
2018 Q1	$7.67M	Sell	140,395 -2,795	-2%	-$157K	1.32%	17
2017 Q4	$7.7M	Buy	143,190 +25,209	+21%	+$1.33M	1.33%	17
2017 Q3	$5.96M	Buy	117,981 +7,435	+7%	+$368K	1.34%	15
2017 Q2	$5.33M	Sell	110,546 -338	-0.3%	-$16.1K	1.24%	15
2017 Q1	$5.13M	Buy	110,884 +3,488	+3%	+$158K	1.17%	15
2016 Q4	$4.76M	Buy	107,396 +7,765	+8%	+$329K	1.16%	16
2016 Q3	$4.16M	Buy	99,631 +11,485	+13%	+$487K	1.33%	18
2016 Q2	$3.6M	Buy	88,146 +30,048	+52%	+$1.22M	1.2%	17
2016 Q1	$2.36M	Buy	58,098 +10,596	+22%	+$407K	0.92%	24
2015 Q4	$1.93M	Buy	+47,502	New	+$1.93M	0.85%	25

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

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

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

TRUE Private Wealth Advisors's IUSG Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 51% in Q2 2026, buying an estimated $253K and bringing the position to 4,143 shares worth $779K. The position accounts for 0.07% of the portfolio, ranked #143.

TRUE Private Wealth Advisors first reported a position in IUSG in Q4 2015 and has held it in 43 quarters since. The position peaked at $14.3M in Q4 2019. 252 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

TRUE Private Wealth Advisors held 4,143 shares of iShares Core S&P US Growth ETF worth $779K as of Q2 2026.
TRUE Private Wealth Advisors bought 1,401 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $253K.
iShares Core S&P US Growth ETF made up 0.07% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #143 holding.
TRUE Private Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2015 and has held it in 43 quarters since.
TRUE Private Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $14.3M in Q4 2019.
252 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.