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

Wealthquest’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	$581K	Sell	3,087 -251	-8%	-$45.3K	0.04%	88
2026 Q1	$518K	Sell	3,338 -796	-19%	-$131K	0.04%	85
2025 Q4	$694K	Buy	+4,134	New	+$690K	0.05%	73
2025 Q3	–	Sell	-4,913	Closed	-$739K	–	79
2025 Q2	$739K	Sell	4,913 -475	-9%	-$64.4K	0.06%	60
2025 Q1	$685K	Sell	5,388 -651	-11%	-$90K	0.06%	61
2024 Q4	$842K	Hold	6,039	–	–	0.07%	58
2024 Q3	$785K	Sell	6,039 -425	-7%	-$54K	0.07%	61
2024 Q2	$824K	Sell	6,464 -954	-13%	-$114K	0.09%	56
2024 Q1	$869K	Sell	7,418 -118	-2%	-$13.1K	0.09%	55
2023 Q4	$784K	Buy	7,536 +20	+0.3%	+$1.97K	0.09%	63
2023 Q3	$713K	Buy	7,516 +1	+0%	+$98	0.09%	63
2023 Q2	$734K	Hold	7,515	–	–	0.09%	61
2023 Q1	$667K	Sell	7,515 -246	-3%	-$20.9K	0.09%	65
2022 Q4	$633K	Sell	7,761 -405	-5%	-$33.8K	0.08%	69
2022 Q3	$654K	Sell	8,166 -5,423	-40%	-$488K	0.09%	63
2022 Q2	$1.14M	Sell	13,589 -1,086	-7%	-$99.6K	0.17%	47
2022 Q1	$1.7M	Hold	14,675	–	–	0.26%	37
2021 Q4	$1.7M	Sell	14,675 -8,162	-36%	-$910K	0.26%	37
2021 Q3	$2.34M	Hold	22,837	–	–	0.39%	29
2021 Q2	$2.31M	Sell	22,837 -233	-1%	-$22.5K	0.39%	29
2021 Q1	$2.09M	Sell	23,070 -1,508	-6%	-$136K	0.39%	30
2020 Q4	$2.18M	Sell	24,578 -539	-2%	-$45.3K	0.47%	22
2020 Q3	$2.01M	Sell	25,117 -3,931	-14%	-$308K	0.5%	22
2020 Q2	$2.09M	Buy	+29,048	New	+$1.93M	0.53%	25
2019 Q4	$2.17M	Sell	32,063 -963	-3%	-$62.4K	0.62%	33
2019 Q3	$2.08M	Sell	33,026 -705	-2%	-$44.6K	0.69%	32
2019 Q2	$2.11M	Sell	33,731 -707	-2%	-$43.5K	0.8%	29
2019 Q1	$2.08M	Sell	34,438 -916	-3%	-$52.5K	0.78%	31
2018 Q4	$1.86M	Buy	+35,354	New	+$2M	0.76%	34

Other funds holding IUSG

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CST

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

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Wealthquest's IUSG Position: Q2 2026 in Review

Wealthquest reduced its iShares Core S&P US Growth ETF (IUSG) stake by 7.5% in Q2 2026, selling an estimated $45.3K and leaving 3,087 shares worth $581K. The position accounts for 0.04% of the portfolio, ranked #88.

Wealthquest first reported a position in IUSG in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.34M in Q3 2021. 309 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Wealthquest held 3,087 shares of iShares Core S&P US Growth ETF worth $581K as of Q2 2026.
Wealthquest sold 251 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $45.3K.
iShares Core S&P US Growth ETF made up 0.04% of Wealthquest's portfolio in Q2 2026, its #88 holding.
Wealthquest first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 29 quarters since.
Wealthquest's iShares Core S&P US Growth ETF position peaked at $2.34M in Q3 2021.
309 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.