Wealthcare Advisory Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wealthcare Advisory 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	$3.77M	Sell	20,021 -400	-2%	-$72.3K	0.07%	225
2026 Q1	$3.17M	Sell	20,421 -15,090	-42%	-$2.48M	0.06%	264
2025 Q4	$5.96M	Sell	35,511 -5,416	-13%	-$903K	0.12%	154
2025 Q3	$6.73M	Buy	40,927 +13,111	+47%	+$2.06M	0.14%	132
2025 Q2	$4.18M	Sell	27,816 -1,791	-6%	-$243K	0.1%	175
2025 Q1	$3.76M	Buy	29,607 +2,086	+8%	+$288K	0.1%	172
2024 Q4	$3.84M	Sell	27,521 -399	-1%	-$54.8K	0.11%	165
2024 Q3	$3.68M	Sell	27,920 -122	-0.4%	-$15.5K	0.1%	170
2024 Q2	$3.57M	Sell	28,042 -410	-1%	-$48.9K	0.11%	147
2024 Q1	$3.33M	Sell	28,452 -576	-2%	-$64.1K	0.11%	160
2023 Q4	$3.02M	Buy	29,028 +111	+0.4%	+$10.9K	0.12%	143
2023 Q3	$2.74M	Sell	28,917 -1,222	-4%	-$120K	0.13%	137
2023 Q2	$2.94M	Sell	30,139 -11,077	-27%	-$1.02M	0.13%	135
2023 Q1	$3.66M	Buy	41,216 +11,256	+38%	+$959K	0.16%	114
2022 Q4	$2.44M	Buy	29,960 +63	+0.2%	+$5.26K	0.12%	142
2022 Q3	$2.4M	Buy	29,897 +5,557	+23%	+$500K	0.14%	122
2022 Q2	$2.04M	Sell	24,340 -711	-3%	-$65.2K	0.12%	112
2022 Q1	$2.65M	Sell	25,051 -1,003	-4%	-$104K	0.16%	80
2021 Q4	$3.01M	Buy	26,054 +214	+0.8%	+$23.9K	0.18%	69
2021 Q3	$2.65M	Buy	25,840 +54	+0.2%	+$5.7K	0.17%	78
2021 Q2	$2.6M	Buy	25,786 +677	+3%	+$65.2K	0.17%	81
2021 Q1	$2.28M	Sell	25,109 -1,442	-5%	-$130K	0.17%	82
2020 Q4	$2.35M	Buy	26,551 +599	+2%	+$50.4K	0.21%	68
2020 Q3	$2.08M	Buy	25,952 +1,886	+8%	+$148K	0.23%	59
2020 Q2	$1.73M	Buy	24,066 +9,369	+64%	+$623K	0.22%	60
2020 Q1	$839K	Sell	14,697 -1,513	-9%	-$99.6K	0.12%	105
2019 Q4	$1.1M	Buy	16,210 +2,149	+15%	+$139K	0.14%	94
2019 Q3	$884K	Sell	14,061 -654	-4%	-$41.4K	0.13%	99
2019 Q2	$922K	Buy	14,715 +57	+0.4%	+$3.51K	0.15%	86
2019 Q1	$884K	Sell	14,658 -489	-3%	-$28.1K	0.15%	86
2018 Q4	$798K	Sell	15,147 -1,891	-11%	-$107K	0.15%	86
2018 Q3	$1.06M	Sell	17,038 -366	-2%	-$22.1K	0.19%	72
2018 Q2	$995K	Buy	17,404 +2,655	+18%	+$150K	0.2%	73
2018 Q1	$806K	Buy	14,749 +711	+5%	+$39.9K	0.18%	74
2017 Q4	$755K	Buy	14,038 +1,262	+10%	+$66.4K	0.19%	68
2017 Q3	$645K	Buy	+12,776	New	+$633K	0.19%	67

Other funds holding IUSG

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

IWMWV

Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return