Wilkerson Advisory Group’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
$20K Buy
106
+12
+13% +$2.17K 0.01% 330
2026
Q1
$14.6K Hold
94
0.01% 345
2025
Q4
$15.8K Buy
+94
New +$15.7K 0.01% 274

Other funds holding IUSG

Wilkerson Advisory Group's IUSG Position: Q2 2026 in Review

Wilkerson Advisory Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q2 2026, buying an estimated $2.17K and bringing the position to 106 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #330.

Wilkerson Advisory Group first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Wilkerson Advisory Group held 106 shares of iShares Core S&P US Growth ETF worth $20K as of Q2 2026.
  • Wilkerson Advisory Group bought 12 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.17K.
  • iShares Core S&P US Growth ETF made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #330 holding.
  • Wilkerson Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.