WealthShield Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.44M | Buy |
28,938
+687
| +2% | +$124K | 0.83% | 32 |
|
|
2026
Q1 | $4.38M | Sell |
28,251
-857
| -3% | -$141K | 0.49% | 55 |
|
|
2025
Q4 | $4.89M | Sell |
29,108
-216
| -0.7% | -$36K | 0.54% | 53 |
|
|
2025
Q3 | $4.82M | Sell |
29,324
-68
| -0.2% | -$10.7K | 0.55% | 52 |
|
|
2025
Q2 | $4.42M | Buy |
29,392
+60
| +0.2% | +$8.13K | 0.53% | 50 |
|
|
2025
Q1 | $3.73M | Buy |
29,332
+6,721
| +30% | +$929K | 0.48% | 58 |
|
|
2024
Q4 | $3.15M | Sell |
22,611
-7,419
| -25% | -$1.02M | 0.45% | 59 |
|
|
2024
Q3 | $3.96M | Buy |
30,030
+6,908
| +30% | +$878K | 0.54% | 49 |
|
|
2024
Q2 | $2.95M | Sell |
23,122
-196
| -0.8% | -$23.4K | 0.45% | 64 |
|
|
2024
Q1 | $2.73M | Sell |
23,318
-7,388
| -24% | -$822K | 0.44% | 64 |
|
|
2023
Q4 | $3.2M | Sell |
30,706
-8,520
| -22% | -$839K | 0.53% | 46 |
|
|
2023
Q3 | $3.73M | Sell |
39,226
-65
| -0.2% | -$6.38K | 0.56% | 44 |
|
|
2023
Q2 | $3.84M | Sell |
39,291
-594
| -1% | -$54.5K | 0.58% | 49 |
|
|
2023
Q1 | $3.54M | Buy |
39,885
+2,661
| +7% | +$227K | 0.57% | 43 |
|
|
2022
Q4 | $3.04M | Sell |
37,224
-3,353
| -8% | -$280K | 0.58% | 43 |
|
|
2022
Q3 | $3.25M | Buy |
40,577
+4,195
| +12% | +$378K | 0.65% | 34 |
|
|
2022
Q2 | $3.04M | Buy |
36,382
+3,586
| +11% | +$329K | 0.6% | 38 |
|
|
2022
Q1 | $3.46M | Sell |
32,796
-24,183
| -42% | -$2.51M | 0.56% | 42 |
|
|
2021
Q4 | $6.59M | Buy |
56,979
+24,404
| +75% | +$2.72M | 1.1% | 23 |
|
|
2021
Q3 | $3.34M | Sell |
32,575
-21,130
| -39% | -$2.23M | 0.89% | 33 |
|
|
2021
Q2 | $5.42M | Buy |
53,705
+1,241
| +2% | +$120K | 0.85% | 33 |
|
|
2021
Q1 | $4.76M | Buy |
52,464
+5,628
| +12% | +$507K | 0.86% | 32 |
|
|
2020
Q4 | $4.15M | Sell |
46,836
-2,591
| -5% | -$218K | 0.77% | 42 |
|
|
2020
Q3 | $3.95M | Buy |
49,427
+6,851
| +16% | +$537K | 1.38% | 17 |
|
|
2020
Q2 | $3.06M | Sell |
42,576
-3,143
| -7% | -$209K | 1.41% | 19 |
|
|
2020
Q1 | $2.61M | Sell |
45,719
-1,281
| -3% | -$84.3K | 1.6% | 16 |
|
|
2019
Q4 | $3.18M | Buy |
47,000
+2,541
| +6% | +$165K | 1.55% | 15 |
|
|
2019
Q3 | $2.79M | Buy |
44,459
+2,737
| +7% | +$173K | 1.48% | 14 |
|
|
2019
Q2 | $2.62M | Sell |
41,722
-194
| -0.5% | -$11.9K | 1.52% | 13 |
|
|
2019
Q1 | $2.53M | Sell |
41,916
-716
| -2% | -$41.1K | 1.41% | 15 |
|
|
2018
Q4 | $2.25M | Buy |
42,632
+14,071
| +49% | +$798K | 1.53% | 15 |
|
|
2018
Q3 | $1.78M | Buy |
28,561
+5,624
| +25% | +$340K | 1.02% | 24 |
|
|
2018
Q2 | $1.32M | Buy |
22,937
+5,014
| +28% | +$283K | 0.8% | 24 |
|
|
2018
Q1 | $979K | Buy |
17,923
+3,243
| +22% | +$182K | 0.62% | 30 |
|
|
2017
Q4 | $796K | Buy |
+14,680
| New | +$772K | 0.48% | 44 |
|
Other funds holding IUSG
MFG
BTI
WealthShield Partners's IUSG Position: Q2 2026 in Review
WealthShield Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.4% in Q2 2026, buying an estimated $124K and bringing the position to 28,938 shares worth $5.44M. The position accounts for 0.83% of the portfolio, ranked #32.
WealthShield Partners first reported a position in IUSG in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.59M in Q4 2021. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.
- WealthShield Partners held 28,938 shares of iShares Core S&P US Growth ETF worth $5.44M as of Q2 2026.
- WealthShield Partners bought 687 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $124K.
- iShares Core S&P US Growth ETF made up 0.83% of WealthShield Partners's portfolio in Q2 2026, its #32 holding.
- WealthShield Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 35 quarters since.
- WealthShield Partners's iShares Core S&P US Growth ETF position peaked at $6.59M in Q4 2021.
- 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.
Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.