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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Weaver Consulting Group's IUSG Position: Q2 2026 in Review

Weaver Consulting Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 4,462 shares worth $839K. The position accounts for 0.17% of the portfolio, ranked #116.

Weaver Consulting Group first reported a position in IUSG in Q1 2019 and has held it in 30 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Weaver Consulting Group held 4,462 shares of iShares Core S&P US Growth ETF worth $839K as of Q2 2026.
Weaver Consulting Group left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.17% of Weaver Consulting Group's portfolio in Q2 2026, its #116 holding.
Weaver Consulting Group first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 30 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.