Wealth Enhancement Advisory Services
IUSG icon

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
Q1 		$6.81M Sell
43,319
-41,408
-49% -$6.82M 0.02% 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

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Envestnet Asset Management
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MFG
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BTI
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return