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WealthCare Investment Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

WealthCare Investment 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
Q1 		$399K Sell
2,527
-17
-0.7% -$2.8K 0.11% 133
2025
Q4 		$428K Sell
2,544
-15
-0.6% -$2.5K 0.12% 126
2025
Q3 		$423K Sell
2,559
-35
-1% -$5.5K 0.14% 118
2025
Q2 		$394K Sell
2,594
-279
-10% -$37.8K 0.14% 116
2025
Q1 		$339K Sell
2,873
-44
-2% -$6.08K 0.14% 112
2024
Q4 		$406K Buy
2,917
+195
+7% +$26.8K 0.18% 106
2024
Q3 		$355K Sell
2,722
-75
-3% -$9.54K 0.16% 102
2024
Q2 		$357K Buy
2,797
+326
+13% +$38.9K 0.17% 99
2024
Q1 		$290K Sell
2,471
-54
-2% -$6.01K 0.14% 105
2023
Q4 		$260K Sell
2,525
-62
-2% -$6.11K 0.14% 107
2023
Q3 		$246K Sell
2,587
-136
-5% -$13.3K 0.15% 99
2023
Q2 		$266K Buy
2,723
+6
+0.2% +$550 0.16% 95
2023
Q1 		$241K Sell
2,717
-401
-13% -$34.1K 0.15% 106
2022
Q4 		$254K Buy
3,118
+1
+0% +$84 0.17% 97
2022
Q3 		$250K Sell
3,117
-162
-5% -$14.6K 0.21% 91
2022
Q2 		$274K Buy
3,279
+157
+5% +$14.4K 0.23% 86
2022
Q1 		$317K Buy
3,122
+319
+11% +$33.1K 0.28% 76
2021
Q4 		$324K Buy
+2,803
New +$312K 0.31% 74

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthCare Investment Partners's IUSG Position: Q1 2026 in Review

WealthCare Investment Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.67% in Q1 2026, selling an estimated $2.8K and leaving 2,527 shares worth $399K. The position accounts for 0.11% of the portfolio, ranked #133.

WealthCare Investment Partners first reported a position in IUSG in Q4 2021 and has held it in 18 quarters since. The position peaked at $428K in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • WealthCare Investment Partners held 2,527 shares of iShares Core S&P US Growth ETF worth $399K as of Q1 2026.
  • WealthCare Investment Partners sold 17 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $2.8K.
  • iShares Core S&P US Growth ETF made up 0.11% of WealthCare Investment Partners's portfolio in Q1 2026, its #133 holding.
  • WealthCare Investment Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • WealthCare Investment Partners's iShares Core S&P US Growth ETF position peaked at $428K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.