Win Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Win Advisors’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	–	Sell	-94,933	Closed	-$15.9M	–	96
2025 Q4	$15.9M	Buy	94,933 +76,982	+429%	+$12.8M	6.77%	3
2025 Q3	$2.95M	Sell	17,951 -29,873	-62%	-$4.69M	1.44%	14
2025 Q2	$7.19M	Buy	+47,824	New	+$6.48M	3.47%	13
2025 Q1	–	Sell	-32,130	Closed	-$4.48M	–	68
2024 Q4	$4.48M	Sell	32,130 -38,117	-54%	-$5.23M	2.17%	14
2024 Q3	$9.27M	Sell	70,247 -31,427	-31%	-$4M	4.35%	11
2024 Q2	$13M	Sell	101,674 -34,327	-25%	-$4.09M	5.79%	5
2024 Q1	$15.9M	Buy	+136,001	New	+$15.1M	7.02%	1
2023 Q4	–	Sell	-51,217	Closed	-$4.86M	–	69
2023 Q3	$4.86M	Buy	51,217 +50,626	+8,566%	+$4.97M	2.38%	13
2023 Q2	$311K	Buy	+591	New	+$54.2K	0.42%	26
2023 Q1	–	Sell	-661	Closed	-$53.9K	–	91
2022 Q4	$53.9K	Sell	661 -240	-27%	-$20.1K	0.02%	31
2022 Q3	$72K	Sell	901 -519	-37%	-$46.7K	0.03%	18
2022 Q2	$120K	Sell	1,420 -71,523	-98%	-$6.56M	0.24%	26
2022 Q1	$7.71M	Sell	72,943 -127,754	-64%	-$13.3M	2.02%	19
2021 Q4	$23.2M	Buy	+200,697	New	+$22.4M	5.32%	8

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

Win Advisors's IUSG Position: Q1 2026 in Review

Win Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 94,933 shares — an estimated $15.9M sold.

Win Advisors first reported a position in IUSG in Q4 2021 and held it in 14 quarters. The position peaked at $23.2M in Q4 2021. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Win Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Win Advisors sold 94,933 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $15.9M.
Win Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 14 quarters.
Win Advisors's iShares Core S&P US Growth ETF position peaked at $23.2M in Q4 2021.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Win Advisors's 13F filing for Q1 2026, filed 1 May 2026.