Weaver Consulting Group
IUSG icon

Weaver Consulting Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Weaver Consulting Group’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 		$898K Buy
4,634
+172
+4% +$32.6K 0.17% 114
2026
Q2 		$839K Hold
4,462
– – 0.17% 116
2026
Q1 		$692K Hold
4,462
– – 0.16% 115
2025
Q4 		$749K Hold
4,462
– – 0.18% 105
2025
Q3 		$734K Buy
4,462
+99
+2% +$15.6K 0.19% 102
2025
Q2 		$656K Hold
4,363
– – 0.18% 103
2025
Q1 		$554K Hold
4,363
– – 0.17% 111
2024
Q4 		$608K Buy
4,363
+116
+3% +$15.9K 0.19% 94
2024
Q3 		$560K Hold
4,247
– – 0.18% 102
2024
Q2 		$541K Hold
4,247
– – 0.19% 97
2024
Q1 		$498K Hold
4,247
– – 0.18% 100
2023
Q4 		$442K Buy
4,247
+73
+2% +$7.19K 0.18% 103
2023
Q3 		$396K Hold
4,174
– – 0.18% 105
2023
Q2 		$408K Sell
4,174
-428
-9% -$39.3K 0.18% 100
2023
Q1 		$409K Hold
4,602
– – 0.19% 105
2022
Q4 		$375K Sell
4,602
-450
-9% -$37.6K 0.19% 103
2022
Q3 		$405K Hold
5,052
– – 0.23% 88
2022
Q2 		$423K Hold
5,052
– – 0.24% 86
2022
Q1 		$534K Buy
5,052
+59
+1% +$6.13K 0.26% 70
2021
Q4 		$577K Buy
4,993
+168
+3% +$18.7K 0.28% 63
2021
Q3 		$494K Hold
4,825
– – 0.27% 69
2021
Q2 		$487K Sell
4,825
-120
-2% -$11.6K 0.27% 68
2021
Q1 		$449K Hold
4,945
– – 0.28% 72
2020
Q4 		$439K Hold
4,945
– – 0.27% 71
2020
Q3 		$396K Hold
4,945
– – 0.23% 71
2020
Q2 		$356K Buy
4,945
+1,000
+25% +$66.4K 0.21% 74
2020
Q1 		$225K Sell
3,945
-390
-9% -$25.7K 0.15% 93
2019
Q4 		$273K Sell
4,335
-117
-3% -$7.58K 0.15% 91
2019
Q3 		$286K Hold
4,452
– – 0.15% 80
2019
Q2 		$279K Sell
4,452
-193
-4% -$11.9K 0.15% 79
2019
Q1 		$288K Buy
+4,645
New +$266K 0.08% 173

Other funds holding IUSG

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Veracity Capital
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Voisard Asset Management Group
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

Weaver Consulting Group's IUSG Position: Q3 2026 in Review

Weaver Consulting Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.9% in Q3 2026, buying an estimated $32.6K and bringing the position to 4,634 shares worth $898K. The position accounts for 0.17% of the portfolio, ranked #114.

Weaver Consulting Group first reported a position in IUSG in Q1 2019 and has held it in 31 quarters since. 296 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Weaver Consulting Group held 4,634 shares of iShares Core S&P US Growth ETF worth $898K as of Q3 2026.
  • Weaver Consulting Group bought 172 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $32.6K.
  • iShares Core S&P US Growth ETF made up 0.17% of Weaver Consulting Group's portfolio in Q3 2026, its #114 holding.
  • Weaver Consulting Group first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 31 quarters since.
  • 296 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.