Winch Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Winch Advisory Services’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	$72.2K	Hold	384	–	–	0.02%	168
2026 Q1	$59.5K	Hold	384	–	–	0.01%	161
2025 Q4	$64.5K	Hold	384	–	–	0.01%	156
2025 Q3	$63.2K	Hold	384	–	–	0.01%	155
2025 Q2	$57.7K	Hold	384	–	–	0.01%	153
2025 Q1	$48.8K	Hold	384	–	–	0.01%	160
2024 Q4	$53.5K	Hold	384	–	–	0.01%	152
2024 Q3	$50.6K	Hold	384	–	–	0.01%	154
2024 Q2	$48.9K	Hold	384	–	–	0.01%	149
2024 Q1	$45K	Hold	384	–	–	0.01%	157
2023 Q4	$40K	Hold	384	–	–	0.01%	160
2023 Q3	$36K	Buy	+384	New	+$37.7K	0.01%	160

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

Winch Advisory Services's IUSG Position: Q2 2026 in Review

Winch Advisory Services held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 384 shares worth $72.2K. The position accounts for 0.02% of the portfolio, ranked #168.

Winch Advisory Services first reported a position in IUSG in Q3 2023 and has held it in 12 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Winch Advisory Services held 384 shares of iShares Core S&P US Growth ETF worth $72.2K as of Q2 2026.
Winch Advisory Services left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #168 holding.
Winch Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 12 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.