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

Visionary 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 		$1.09M Buy
5,807
+1
+0% +$181 0.04% 299
2026
Q1 		$901K Sell
5,806
-116
-2% -$19.1K 0.04% 302
2025
Q4 		$995K Buy
5,922
+123
+2% +$20.5K 0.04% 281
2025
Q3 		$954K Buy
5,799
+1
+0% +$157 0.04% 282
2025
Q2 		$872K Buy
5,798
+11
+0.2% +$1.49K 0.04% 293
2025
Q1 		$735K Sell
5,787
-265
-4% -$36.6K 0.04% 292
2024
Q4 		$843K Sell
6,052
-61
-1% -$8.37K 0.05% 281
2024
Q3 		$806K Buy
6,113
+101
+2% +$12.8K 0.05% 281
2024
Q2 		$766K Sell
6,012
-4
-0.1% -$477 0.05% 271
2024
Q1 		$705K Sell
6,016
-96
-2% -$10.7K 0.05% 275
2023
Q4 		$636K Sell
6,112
-89
-1% -$8.77K 0.05% 278
2023
Q3 		$588K Sell
6,201
-213
-3% -$20.9K 0.05% 274
2023
Q2 		$626K Sell
6,414
-85
-1% -$7.79K 0.05% 260
2023
Q1 		$577K Sell
6,499
-131
-2% -$11.2K 0.05% 261
2022
Q4 		$541K Buy
6,630
+16
+0.2% +$1.34K 0.05% 230
2022
Q3 		$530K Sell
6,614
-225
-3% -$20.3K 0.06% 218
2022
Q2 		$572K Buy
6,839
+317
+5% +$29.1K 0.05% 222
2022
Q1 		$689K Buy
6,522
+633
+11% +$65.8K 0.06% 210
2021
Q4 		$681K Buy
5,889
+312
+6% +$34.8K 0.06% 193
2021
Q3 		$571K Buy
5,577
+329
+6% +$34.8K 0.06% 177
2021
Q2 		$530K Buy
5,248
+153
+3% +$14.7K 0.05% 197
2021
Q1 		$463K Buy
5,095
+74
+1% +$6.67K 0.05% 204
2020
Q4 		$445K Buy
5,021
+141
+3% +$11.9K 0.05% 192
2020
Q3 		$390K Sell
4,880
-496
-9% -$38.9K 0.06% 174
2020
Q2 		$386K Buy
5,376
+250
+5% +$16.6K 0.06% 159
2020
Q1 		$293K Buy
5,126
+1,822
+55% +$120K 0.06% 153
2019
Q4 		$223K Buy
+3,304
New +$214K 0.04% 193

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Visionary Wealth Advisors's IUSG Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.02% in Q2 2026, buying an estimated $181 and bringing the position to 5,807 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #299.

Visionary Wealth Advisors first reported a position in IUSG in Q4 2019 and has held it in 27 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Visionary Wealth Advisors held 5,807 shares of iShares Core S&P US Growth ETF worth $1.09M as of Q2 2026.
  • Visionary Wealth Advisors bought 1 iShares Core S&P US Growth ETF share in Q2 2026, an estimated $181.
  • iShares Core S&P US Growth ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q2 2026, its #299 holding.
  • Visionary Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.