Wealthspire Advisors (New York)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wealthspire Advisors (New York)’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	$641K	Buy	4,134 +189	+5%	+$31.1K	0.01%	511
2025 Q4	$663K	Sell	3,945 -620	-14%	-$103K	0.01%	530
2025 Q3	$751K	Sell	4,565 -1,948	-30%	-$306K	﹤0.01%	445
2025 Q2	$980K	Sell	6,513 -126	-2%	-$17.1K	0.01%	388
2025 Q1	$844K	Buy	6,639 +1,101	+20%	+$152K	0.01%	419
2024 Q4	$772K	Sell	5,538 -135	-2%	-$18.5K	0.01%	419
2024 Q3	$748K	Sell	5,673 -794	-12%	-$101K	0.01%	421
2024 Q2	$824K	Buy	6,467 +288	+5%	+$34.4K	0.01%	348
2024 Q1	$724K	Buy	6,179 +45	+0.7%	+$5.01K	0.01%	360
2023 Q4	$639K	Sell	6,134 -1,297	-17%	-$128K	0.01%	380
2023 Q3	$705K	Buy	7,431 +5,263	+243%	+$516K	0.01%	337
2023 Q2	$212K	Buy	+2,168	New	+$199K	﹤0.01%	519
2022 Q4	–	Sell	-3,422	Closed	-$274K	–	596
2022 Q3	$274K	Buy	+3,422	New	+$308K	0.01%	428

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s IUSG Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.8% in Q1 2026, buying an estimated $31.1K and bringing the position to 4,134 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #511.

Wealthspire Advisors (New York) first reported a position in IUSG in Q3 2022 and has held it in 13 quarters since. The position peaked at $980K in Q2 2025. 864 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Wealthspire Advisors (New York) held 4,134 shares of iShares Core S&P US Growth ETF worth $641K as of Q1 2026.
Wealthspire Advisors (New York) bought 189 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $31.1K.
iShares Core S&P US Growth ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #511 holding.
Wealthspire Advisors (New York) first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s iShares Core S&P US Growth ETF position peaked at $980K in Q2 2025.
864 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.