Western Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Western Wealth 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	$4.24M	Sell	22,519 -5	-0%	-$903	0.14%	145
2026 Q1	$3.49M	Buy	22,524 +983	+5%	+$162K	0.13%	160
2025 Q4	$3.62M	Sell	21,541 -3,434	-14%	-$573K	0.17%	113
2025 Q3	$4.11M	Buy	24,975 +11	+0%	+$1.73K	0.22%	94
2025 Q2	$3.75M	Sell	24,964 -2,234	-8%	-$303K	0.22%	92
2025 Q1	$3.46M	Sell	27,198 -1,398	-5%	-$193K	0.23%	90
2024 Q4	$3.98M	Sell	28,596 -171	-0.6%	-$23.5K	0.21%	95
2024 Q3	$3.79M	Buy	28,767 +845	+3%	+$107K	0.22%	95
2024 Q2	$3.56M	Sell	27,922 -752	-3%	-$89.7K	0.26%	77
2024 Q1	$3.36M	Sell	28,674 -1,875	-6%	-$209K	0.26%	76
2023 Q4	$3.18M	Buy	30,549 +3,124	+11%	+$308K	0.23%	89
2023 Q3	$2.6M	Sell	27,425 -57	-0.2%	-$5.59K	0.22%	93
2023 Q2	$2.68M	Sell	27,482 -1,717	-6%	-$157K	0.23%	91
2023 Q1	$2.59M	Sell	29,199 -983	-3%	-$83.7K	0.24%	98
2022 Q4	$2.46M	Sell	30,182 -44,081	-59%	-$3.68M	0.25%	103
2022 Q3	$5.95M	Buy	74,263 +1,281	+2%	+$115K	0.34%	58
2022 Q2	$6.11M	Sell	72,982 -1,528	-2%	-$140K	0.35%	58
2022 Q1	$7.87M	Buy	74,510 +26,104	+54%	+$2.71M	0.38%	49
2021 Q4	$5.6M	Buy	+48,406	New	+$5.4M	0.55%	32
2021 Q2	$4.83M	Buy	47,712 +15,466	+48%	+$1.49M	0.5%	37
2021 Q1	$2.93M	Sell	32,246 -44	-0.1%	-$3.96K	0.39%	57
2020 Q4	$2.86M	Sell	32,290 -18,373	-36%	-$1.55M	0.42%	49
2020 Q3	$4.05M	Buy	50,663 +358	+0.7%	+$28K	0.66%	25
2020 Q2	$3.62M	Sell	50,305 -6,480	-11%	-$431K	0.66%	29
2020 Q1	$3.24M	Buy	56,785 +22,616	+66%	+$1.49M	0.74%	24
2019 Q4	$2.31M	Sell	34,169 -12,713	-27%	-$824K	0.35%	60
2019 Q3	$2.95M	Sell	46,882 -639	-1%	-$40.4K	0.61%	31
2019 Q2	$2.98M	Buy	47,521 +3,373	+8%	+$208K	0.39%	50
2019 Q1	$2.65M	Sell	44,148 -53	-0.1%	-$3.04K	0.59%	33
2018 Q4	$2.33M	Buy	+44,201	New	+$2.51M	0.63%	31

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

Western Wealth Management's IUSG Position: Q2 2026 in Review

Western Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.02% in Q2 2026, selling an estimated $903 and leaving 22,519 shares worth $4.24M. The position accounts for 0.14% of the portfolio, ranked #145.

Western Wealth Management first reported a position in IUSG in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.87M in Q1 2022. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Western Wealth Management held 22,519 shares of iShares Core S&P US Growth ETF worth $4.24M as of Q2 2026.
Western Wealth Management sold 5 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $903.
iShares Core S&P US Growth ETF made up 0.14% of Western Wealth Management's portfolio in Q2 2026, its #145 holding.
Western Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's iShares Core S&P US Growth ETF position peaked at $7.87M in Q1 2022.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.