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

Wealth Alliance’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 		$427K Sell
2,268
-54
-2% -$9.75K 0.04% 358
2026
Q1 		$360K Buy
2,322
+96
+4% +$15.8K 0.04% 382
2025
Q4 		$374K Sell
2,226
-49
-2% -$8.17K 0.04% 379
2025
Q3 		$374K Sell
2,275
-5
-0.2% -$785 0.04% 365
2025
Q2 		$343K Buy
2,280
+549
+32% +$74.4K 0.04% 372
2025
Q1 		$220K Sell
1,731
-49
-3% -$6.78K 0.03% 478
2024
Q4 		$248K Sell
1,780
-1,164
-40% -$160K 0.03% 436
2024
Q3 		$388K Sell
2,944
-19
-0.6% -$2.42K 0.05% 334
2024
Q2 		$378K Buy
2,963
+121
+4% +$14.4K 0.05% 320
2024
Q1 		$333K Sell
2,842
-33
-1% -$3.67K 0.04% 370
2023
Q4 		$299K Sell
2,875
-40
-1% -$3.94K 0.04% 382
2023
Q3 		$276K Sell
2,915
-152
-5% -$14.9K 0.04% 373
2023
Q2 		$299K Sell
3,067
-90
-3% -$8.25K 0.04% 382
2023
Q1 		$280K Sell
3,157
-41
-1% -$3.49K 0.05% 385
2022
Q4 		$261K Buy
3,198
+29
+0.9% +$2.42K 0.05% 386
2022
Q3 		$254K Sell
3,169
-646
-17% -$58.2K 0.05% 368
2022
Q2 		$319K Sell
3,815
-1,928
-34% -$177K 0.06% 308
2022
Q1 		$607K Sell
5,743
-1,857
-24% -$193K 0.12% 181
2021
Q4 		$879K Sell
7,600
-106
-1% -$11.8K 0.18% 127
2021
Q3 		$789K Sell
7,706
-1,677
-18% -$177K 0.18% 129
2021
Q2 		$948K Sell
9,383
-3,277
-26% -$316K 0.22% 109
2021
Q1 		$1.15M Sell
12,660
-383
-3% -$34.5K 0.32% 70
2020
Q4 		$1.16M Sell
13,043
-61
-0.5% -$5.13K 0.34% 69
2020
Q3 		$1.05M Buy
13,104
+345
+3% +$27K 0.38% 65
2020
Q2 		$917K Sell
12,759
-1,561
-11% -$104K 0.36% 72
2020
Q1 		$818K Buy
+14,320
New +$942K 0.44% 62

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

Wealth Alliance's IUSG Position: Q2 2026 in Review

Wealth Alliance reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.3% in Q2 2026, selling an estimated $9.75K and leaving 2,268 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #358.

Wealth Alliance first reported a position in IUSG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.16M in Q4 2020. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Wealth Alliance held 2,268 shares of iShares Core S&P US Growth ETF worth $427K as of Q2 2026.
  • Wealth Alliance sold 54 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $9.75K.
  • iShares Core S&P US Growth ETF made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #358 holding.
  • Wealth Alliance first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's iShares Core S&P US Growth ETF position peaked at $1.16M in Q4 2020.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.