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

Wealth Quarterback’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 Q3	$994K	Buy	5,132 +3	+0.1%	+$568	0.3%	58
2026 Q2	$965K	Buy	5,129 +6	+0.1%	+$1.08K	0.3%	60
2026 Q1	$795K	Sell	5,123 -79	-2%	-$13K	0.31%	62
2025 Q4	$874K	Buy	5,202 +2	+0%	+$334	0.31%	57
2025 Q3	$856K	Sell	5,200 -645	-11%	-$101K	0.33%	62
2025 Q2	$879K	Sell	5,845 -1,910	-25%	-$259K	0.42%	57
2025 Q1	$985K	Sell	7,755 -61,015	-89%	-$8.44M	0.55%	42
2024 Q4	$9.6M	Buy	68,770 +3,154	+5%	+$433K	4.5%	4
2024 Q3	$8.66M	Sell	65,616 -28,189	-30%	-$3.58M	4.5%	4
2024 Q2	$12M	Buy	93,805 +14,894	+19%	+$1.78M	6.78%	3
2024 Q1	$9.25M	Buy	78,911 +25,298	+47%	+$2.81M	5.17%	3
2023 Q4	$5.58M	Buy	+53,613	New	+$5.28M	3.41%	9
2021 Q3	$4K	Hold	39	–	–	﹤0.01%	622
2021 Q2	$4K	Buy	+39	New	+$3.76K	﹤0.01%	646

Other funds holding IUSG

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Wealth Quarterback's IUSG Position: Q3 2026 in Review

Wealth Quarterback increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.06% in Q3 2026, buying an estimated $568 and bringing the position to 5,132 shares worth $994K. The position accounts for 0.3% of the portfolio, ranked #58.

Wealth Quarterback first reported a position in IUSG in Q2 2021 and has held it in 14 quarters since. The position peaked at $12M in Q2 2024. 306 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Wealth Quarterback held 5,132 shares of iShares Core S&P US Growth ETF worth $994K as of Q3 2026.
Wealth Quarterback bought 3 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $568.
iShares Core S&P US Growth ETF made up 0.3% of Wealth Quarterback's portfolio in Q3 2026, its #58 holding.
Wealth Quarterback first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 14 quarters since.
Wealth Quarterback's iShares Core S&P US Growth ETF position peaked at $12M in Q2 2024.
306 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.