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

True Wealth Design’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
Q1 		– Sell
-1,000
Closed -$168K – 2774
2025
Q4 		$168K Buy
+1,000
New +$167K 0.05% 101
2023
Q4 		– Sell
-132
Closed -$12.5K – 795
2023
Q3 		$12.5K Buy
+132
New +$13K ﹤0.01% 200

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

True Wealth Design's IUSG Position: Q1 2026 in Review

True Wealth Design sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 1,000 shares — an estimated $168K sold.

True Wealth Design first reported a position in IUSG in Q3 2023 and held it in 2 quarters. The position peaked at $168K in Q4 2025. 866 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • True Wealth Design reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 1,000 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $168K.
  • True Wealth Design first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and held it in 2 quarters.
  • True Wealth Design's iShares Core S&P US Growth ETF position peaked at $168K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.