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

Waverly 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 Q1	$1.27M	Sell	8,177 -756	-8%	-$124K	0.01%	764
2025 Q4	$1.5M	Buy	8,933 +177	+2%	+$29.5K	0.01%	646
2025 Q3	$1.44M	Sell	8,756 -78	-0.9%	-$12.3K	0.01%	562
2025 Q2	$1.33M	Buy	8,834 +211	+2%	+$28.6K	0.01%	562
2025 Q1	$1.1M	Buy	8,623 +371	+4%	+$51.3K	0.01%	587
2024 Q4	$1.15M	Buy	8,252 +6,659	+418%	+$914K	0.02%	489
2024 Q3	$210K	Buy	+1,593	New	+$203K	﹤0.01%	765

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waverly Advisors's IUSG Position: Q1 2026 in Review

Waverly Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 8.5% in Q1 2026, selling an estimated $124K and leaving 8,177 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #764.

Waverly Advisors first reported a position in IUSG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Waverly Advisors held 8,177 shares of iShares Core S&P US Growth ETF worth $1.27M as of Q1 2026.
Waverly Advisors sold 756 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $124K.
iShares Core S&P US Growth ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #764 holding.
Waverly Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 7 quarters since.
Waverly Advisors's iShares Core S&P US Growth ETF position peaked at $1.5M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.