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 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	$9.58M	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Quarterback's IUSG Position: Q1 2026 in Review

Wealth Quarterback reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.5% in Q1 2026, selling an estimated $13K and leaving 5,123 shares worth $795K. The position accounts for 0.31% of the portfolio, ranked #62.

Wealth Quarterback first reported a position in IUSG in Q2 2021 and has held it in 12 quarters since. The position peaked at $12M in Q2 2024. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Wealth Quarterback held 5,123 shares of iShares Core S&P US Growth ETF worth $795K as of Q1 2026.
Wealth Quarterback sold 79 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $13K.
iShares Core S&P US Growth ETF made up 0.31% of Wealth Quarterback's portfolio in Q1 2026, its #62 holding.
Wealth Quarterback first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 12 quarters since.
Wealth Quarterback's iShares Core S&P US Growth ETF position peaked at $12M in Q2 2024.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.