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 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	$9.58M	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 $1.55T 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 Quarterback's IUSG Position: Q2 2026 in Review

Wealth Quarterback increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.12% in Q2 2026, buying an estimated $1.08K and bringing the position to 5,129 shares worth $965K. The position accounts for 0.3% of the portfolio, ranked #60.

Wealth Quarterback first reported a position in IUSG in Q2 2021 and has held it in 13 quarters since. The position peaked at $12M in Q2 2024. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Wealth Quarterback held 5,129 shares of iShares Core S&P US Growth ETF worth $965K as of Q2 2026.
Wealth Quarterback bought 6 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.08K.
iShares Core S&P US Growth ETF made up 0.3% of Wealth Quarterback's portfolio in Q2 2026, its #60 holding.
Wealth Quarterback first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 13 quarters since.
Wealth Quarterback's iShares Core S&P US Growth ETF position peaked at $12M in Q2 2024.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.