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Weatherly Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Weatherly Asset Management’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 		$204K Buy
+1,087
New +$196K 0.01% 186
2025
Q1 		– Sell
-1,487
Closed -$207K – 184
2024
Q4 		$207K Buy
+1,487
New +$204K 0.02% 175
2024
Q3 		– Sell
-1,602
Closed -$204K – 185
2024
Q2 		$204K Buy
+1,602
New +$191K 0.02% 169
2022
Q1 		– Sell
-1,810
Closed -$209K – 199
2021
Q4 		$209K Buy
+1,810
New +$202K 0.02% 196

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
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
VC
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
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Weatherly Asset Management's IUSG Position: Q2 2026 in Review

Weatherly Asset Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,087 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: Weatherly Asset Management previously reported a position in IUSG as recently as Q4 2024.

Weatherly Asset Management first reported a position in IUSG in Q4 2021 and has held it in 4 quarters since. The position peaked at $209K in Q4 2021. 250 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Weatherly Asset Management held 1,087 shares of iShares Core S&P US Growth ETF worth $204K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Weatherly Asset Management position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.01% of Weatherly Asset Management's portfolio in Q2 2026, its #186 holding.
  • Weatherly Asset Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Weatherly Asset Management's iShares Core S&P US Growth ETF position peaked at $209K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.