Westmount Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Westmount Partners’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	$507K	Buy	2,696 +2	+0.1%	+$361	0.11%	152
2026 Q1	$418K	Buy	2,694 +2	+0.1%	+$329	0.1%	165
2025 Q4	$452K	Buy	2,692 +2	+0.1%	+$334	0.11%	147
2025 Q3	$445K	Buy	2,690 +2	+0.1%	+$314	0.11%	147
2025 Q2	$404K	Buy	2,688 +2	+0.1%	+$271	0.11%	150
2025 Q1	$341K	Buy	2,686 +2	+0.1%	+$277	0.1%	164
2024 Q4	$374K	Buy	2,684 +3	+0.1%	+$412	0.11%	139
2024 Q3	$354K	Buy	2,681 +40	+2%	+$5.09K	0.11%	152
2024 Q2	$339K	Buy	2,641 +431	+20%	+$51.4K	0.11%	145
2024 Q1	$259K	Buy	2,210 +2	+0.1%	+$222	0.09%	177
2023 Q4	$230K	Buy	2,208 +10	+0.5%	+$985	0.09%	172
2023 Q3	$208K	Hold	2,198	–	–	0.09%	177
2023 Q2	$215K	Buy	+2,198	New	+$202K	0.09%	167

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 $103B AUM 28.65% 1-Year Est. Return

Westmount Partners's IUSG Position: Q2 2026 in Review

Westmount Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.07% in Q2 2026, buying an estimated $361 and bringing the position to 2,696 shares worth $507K. The position accounts for 0.11% of the portfolio, ranked #152.

Westmount Partners first reported a position in IUSG in Q2 2023 and has held it in 13 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Westmount Partners held 2,696 shares of iShares Core S&P US Growth ETF worth $507K as of Q2 2026.
Westmount Partners bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
iShares Core S&P US Growth ETF made up 0.11% of Westmount Partners's portfolio in Q2 2026, its #152 holding.
Westmount Partners first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and has held it in 13 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.