Westco Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.17M Sell
6,221
-155
-2% -$28K 0.71% 30
2026
Q1
$989K Sell
6,376
-180
-3% -$29.6K 0.64% 35
2025
Q4
$1.1M Buy
+6,556
New +$1.09M 0.68% 33

Other funds holding IUSG

Westco Advisory Services's IUSG Position: Q2 2026 in Review

Westco Advisory Services reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.4% in Q2 2026, selling an estimated $28K and leaving 6,221 shares worth $1.17M. The position accounts for 0.71% of the portfolio, ranked #30.

Westco Advisory Services first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Westco Advisory Services held 6,221 shares of iShares Core S&P US Growth ETF worth $1.17M as of Q2 2026.
  • Westco Advisory Services sold 155 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $28K.
  • iShares Core S&P US Growth ETF made up 0.71% of Westco Advisory Services's portfolio in Q2 2026, its #30 holding.
  • Westco Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 923 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.