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

Wealth Management Partners’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	$1.51M	Sell	8,039 -136	-2%	-$24.6K	0.36%	55
2026 Q1	$1.27M	Sell	8,175 -126	-2%	-$20.7K	0.36%	59
2025 Q4	$1.39M	Hold	8,301	–	–	0.4%	53
2025 Q3	$1.37M	Sell	8,301 -23	-0.3%	-$3.61K	0.43%	52
2025 Q2	$1.25M	Buy	8,324 +4	+0%	+$542	0.44%	50
2025 Q1	$1.06M	Sell	8,320 -274	-3%	-$37.9K	0.49%	47
2024 Q4	$1.2M	Buy	8,594 +1	+0%	+$137	0.52%	43
2024 Q3	$1.13M	Sell	8,593 -277	-3%	-$35.2K	0.53%	43
2024 Q2	$1.13M	Sell	8,870 -90	-1%	-$10.7K	0.55%	40
2024 Q1	$1.05M	Buy	8,960 +5	+0.1%	+$556	0.53%	45
2023 Q4	$932K	Sell	8,955 -23	-0.3%	-$2.27K	0.52%	46
2023 Q3	$851K	Buy	8,978 +6	+0.1%	+$589	0.53%	42
2023 Q2	$876K	Sell	8,972 -260	-3%	-$23.8K	0.55%	41
2023 Q1	$819K	Buy	9,232 +232	+3%	+$19.8K	0.57%	40
2022 Q4	$742K	Hold	9,000	–	–	0.62%	43
2022 Q3	$734K	Hold	9,000	–	–	0.65%	41
2022 Q2	$766K	Hold	9,000	–	–	0.67%	39
2022 Q1	$967K	Hold	9,000	–	–	0.69%	36
2021 Q4	$1.06M	Sell	9,000 -507	-5%	-$56.5K	0.73%	33
2021 Q3	$974K	Sell	9,507 -195	-2%	-$20.6K	0.72%	36
2021 Q2	$980K	Buy	9,702 +25	+0.3%	+$2.41K	0.68%	41
2021 Q1	$911K	Sell	9,677 -2,251	-19%	-$203K	0.68%	42
2020 Q4	$1.1M	Buy	+11,928	New	+$1M	0.86%	31

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 $103B AUM 28.65% 1-Year Est. Return

Wealth Management Partners's IUSG Position: Q2 2026 in Review

Wealth Management Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.7% in Q2 2026, selling an estimated $24.6K and leaving 8,039 shares worth $1.51M. The position accounts for 0.36% of the portfolio, ranked #55.

Wealth Management Partners first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Wealth Management Partners held 8,039 shares of iShares Core S&P US Growth ETF worth $1.51M as of Q2 2026.
Wealth Management Partners sold 136 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $24.6K.
iShares Core S&P US Growth ETF made up 0.36% of Wealth Management Partners's portfolio in Q2 2026, its #55 holding.
Wealth Management Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.