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 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	0.26%	75
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 $1.37T 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

Western Wealth Management's IUSG Position: Q1 2026 in Review

Western Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.6% in Q1 2026, buying an estimated $162K and bringing the position to 22,524 shares worth $3.49M. The position accounts for 0.13% of the portfolio, ranked #160.

Western Wealth Management first reported a position in IUSG in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.87M in Q1 2022. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Western Wealth Management held 22,524 shares of iShares Core S&P US Growth ETF worth $3.49M as of Q1 2026.
Western Wealth Management bought 983 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $162K.
iShares Core S&P US Growth ETF made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #160 holding.
Western Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's iShares Core S&P US Growth ETF position peaked at $7.87M in Q1 2022.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.