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

WealthSpring 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 Q3	$1.09M	Buy	+5,621	New	+$1.06M	1.15%	24

Other funds holding IUSG

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

WealthSpring Partners's IUSG Position: Q3 2026 in Review

WealthSpring Partners opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 5,621 shares worth $1.09M. The stake represents 1.15% of the portfolio and ranks #24 among its holdings.

150 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

WealthSpring Partners held 5,621 shares of iShares Core S&P US Growth ETF worth $1.09M as of Q3 2026.
iShares Core S&P US Growth ETF was a new WealthSpring Partners position in Q3 2026.
iShares Core S&P US Growth ETF made up 1.15% of WealthSpring Partners's portfolio in Q3 2026, its #24 holding.
150 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on WealthSpring Partners's 13F filing for Q3 2026, filed 14 Oct 2026.