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 Q2	$1.86M	Buy	9,880 +1,703	+21%	+$308K	0.01%	713
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 $1.55T 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 22.9% 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

Waverly Advisors's IUSG Position: Q2 2026 in Review

Waverly Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 21% in Q2 2026, buying an estimated $308K and bringing the position to 9,880 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #713.

Waverly Advisors first reported a position in IUSG in Q3 2024 and has held it in 8 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Waverly Advisors held 9,880 shares of iShares Core S&P US Growth ETF worth $1.86M as of Q2 2026.
Waverly Advisors bought 1,703 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $308K.
iShares Core S&P US Growth ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #713 holding.
Waverly Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 8 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.