Wescott Financial Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wescott Financial Advisory 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 Q1	$873K	Buy	5,628 +6	+0.1%	+$988	0.08%	107
2025 Q4	$944K	Sell	5,622 -32	-0.6%	-$5.34K	0.08%	104
2025 Q3	$930K	Buy	5,654 +49	+0.9%	+$7.7K	0.08%	98
2025 Q2	$843K	Buy	5,605 +708	+14%	+$96K	0.08%	98
2025 Q1	$622K	Buy	4,897 +7	+0.1%	+$968	0.06%	101
2024 Q4	$681K	Sell	4,890 -1,010	-17%	-$139K	0.07%	99
2024 Q3	$778K	Buy	5,900 +11	+0.2%	+$1.4K	0.08%	91
2024 Q2	$751K	Buy	5,889 +7	+0.1%	+$835	0.09%	92
2024 Q1	$689K	Buy	5,882 +8	+0.1%	+$890	0.09%	91
2023 Q4	$611K	Buy	5,874 +40	+0.7%	+$3.94K	0.09%	92
2023 Q3	$553K	Hold	5,834	–	–	0.1%	91
2023 Q2	$570K	Sell	5,834 -552	-9%	-$50.6K	0.1%	92
2023 Q1	$567K	Sell	6,386 -118	-2%	-$10K	0.12%	84
2022 Q4	$530K	Buy	+6,504	New	+$544K	0.11%	89

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 $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Wescott Financial Advisory Group's IUSG Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.11% in Q1 2026, buying an estimated $988 and bringing the position to 5,628 shares worth $873K. The position accounts for 0.08% of the portfolio, ranked #107.

Wescott Financial Advisory Group first reported a position in IUSG in Q4 2022 and has held it in 14 quarters since. The position peaked at $944K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Wescott Financial Advisory Group held 5,628 shares of iShares Core S&P US Growth ETF worth $873K as of Q1 2026.
Wescott Financial Advisory Group bought 6 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $988.
iShares Core S&P US Growth ETF made up 0.08% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #107 holding.
Wescott Financial Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 14 quarters since.
Wescott Financial Advisory Group's iShares Core S&P US Growth ETF position peaked at $944K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.