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

Wealth Enhancement Advisory Services’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	$8.67M	Buy	45,800 +2,481	+6%	+$448K	0.01%	742
2026 Q1	$6.81M	Sell	43,319 -41,408	-49%	-$6.82M	0.01%	743
2025 Q4	$14.4M	Sell	84,727 -6,788	-7%	-$1.13M	0.02%	578
2025 Q3	$15.1M	Buy	91,515 +1,770	+2%	+$278K	0.02%	522
2025 Q2	$13.6M	Sell	89,745 -1,934	-2%	-$262K	0.02%	539
2025 Q1	$11.7M	Sell	91,679 -12,365	-12%	-$1.71M	0.02%	535
2024 Q4	$14.5M	Buy	104,044 +5,443	+6%	+$747K	0.03%	460
2024 Q3	$13M	Sell	98,601 -1,360	-1%	-$173K	0.03%	451
2024 Q2	$12.7M	Buy	99,961 +1,486	+2%	+$177K	0.03%	419
2024 Q1	$11.5M	Buy	98,475 +34,515	+54%	+$3.84M	0.03%	434
2023 Q4	$6.66M	Sell	63,960 -1,406	-2%	-$139K	0.02%	529
2023 Q3	$6.2M	Buy	65,366 +62,160	+1,939%	+$6.1M	0.02%	524
2023 Q2	$313K	Buy	3,206 +3	+0.1%	+$275	﹤0.01%	430
2023 Q1	$284K	Buy	+3,203	New	+$273K	﹤0.01%	450

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 $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's IUSG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.7% in Q2 2026, buying an estimated $448K and bringing the position to 45,800 shares worth $8.67M. The position accounts for 0.01% of the portfolio, ranked #742.

Wealth Enhancement Advisory Services first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.1M in Q3 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Wealth Enhancement Advisory Services held 45,800 shares of iShares Core S&P US Growth ETF worth $8.67M as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,481 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $448K.
iShares Core S&P US Growth ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #742 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's iShares Core S&P US Growth ETF position peaked at $15.1M in Q3 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.