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

VSM Wealth Advisory’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	$377K	Buy	2,004 +247	+14%	+$44.6K	0.1%	81
2026 Q1	$273K	Buy	1,757 +304	+21%	+$50K	0.08%	92
2025 Q4	$244K	Hold	1,453	–	–	0.07%	90
2025 Q3	$239K	Hold	1,453	–	–	0.07%	75
2025 Q2	$219K	Buy	1,453 +126	+9%	+$17.1K	0.07%	91
2025 Q1	$169K	Hold	1,327	–	–	0.06%	96
2024 Q4	$185K	Buy	+1,327	New	+$182K	0.07%	90

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 $103B AUM 28.65% 1-Year Est. Return

VSM Wealth Advisory's IUSG Position: Q2 2026 in Review

VSM Wealth Advisory increased its iShares Core S&P US Growth ETF (IUSG) stake by 14% in Q2 2026, buying an estimated $44.6K and bringing the position to 2,004 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #81.

VSM Wealth Advisory first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

VSM Wealth Advisory held 2,004 shares of iShares Core S&P US Growth ETF worth $377K as of Q2 2026.
VSM Wealth Advisory bought 247 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $44.6K.
iShares Core S&P US Growth ETF made up 0.1% of VSM Wealth Advisory's portfolio in Q2 2026, its #81 holding.
VSM Wealth Advisory first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.