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

Twelve Points 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	$1.11M	Sell	5,922 -696	-11%	-$126K	0.22%	92
2026 Q1	$1.03M	Buy	6,618 +131	+2%	+$21.6K	0.23%	92
2025 Q4	$1.1M	Sell	6,487 -459	-7%	-$76.6K	0.25%	80
2025 Q3	$1.14M	Sell	6,946 -840	-11%	-$132K	0.28%	87
2025 Q2	$1.17M	Sell	7,786 -4,375	-36%	-$593K	0.32%	80
2025 Q1	$1.55M	Buy	12,161 +1,903	+19%	+$263K	0.42%	59
2024 Q4	$1.43M	Buy	10,258 +4,631	+82%	+$636K	0.41%	57
2024 Q3	$742K	Buy	5,627 +865	+18%	+$110K	0.23%	94
2024 Q2	$607K	Buy	4,762 +1,995	+72%	+$238K	0.21%	104
2024 Q1	$324K	Buy	2,767 +582	+27%	+$64.7K	0.12%	137
2023 Q4	$227K	Buy	+2,185	New	+$215K	0.11%	151

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

Twelve Points Wealth Management's IUSG Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 11% in Q2 2026, selling an estimated $126K and leaving 5,922 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #92.

Twelve Points Wealth Management first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q1 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Twelve Points Wealth Management held 5,922 shares of iShares Core S&P US Growth ETF worth $1.11M as of Q2 2026.
Twelve Points Wealth Management sold 696 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $126K.
iShares Core S&P US Growth ETF made up 0.22% of Twelve Points Wealth Management's portfolio in Q2 2026, its #92 holding.
Twelve Points Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
Twelve Points Wealth Management's iShares Core S&P US Growth ETF position peaked at $1.55M in Q1 2025.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.