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Windward Private Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Windward Private 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
Q2 		$5.72M Sell
30,403
-189
-0.6% -$34.1K 1.83% 11
2026
Q1 		$4.75M Buy
30,592
+785
+3% +$129K 1.64% 12
2025
Q4 		$5.01M Sell
29,807
-568
-2% -$94.7K 1.73% 12
2025
Q3 		$5M Sell
30,375
-1,530
-5% -$240K 1.72% 12
2025
Q2 		$4.8M Buy
31,905
+553
+2% +$75K 1.73% 12
2025
Q1 		$3.98M Sell
31,352
-187
-0.6% -$25.9K 1.55% 11
2024
Q4 		$4.39M Sell
31,539
-2,244
-7% -$308K 1.71% 11
2024
Q3 		$4.46M Sell
33,783
-404
-1% -$51.4K 1.71% 11
2024
Q2 		$4.36M Sell
34,187
-2,897
-8% -$346K 1.76% 10
2024
Q1 		$4.35M Sell
37,084
-2,237
-6% -$249K 1.78% 11
2023
Q4 		$4.09M Buy
39,321
+426
+1% +$42K 1.72% 13
2023
Q3 		$3.69M Buy
38,895
+1,937
+5% +$190K 1.67% 14
2023
Q2 		$3.61M Sell
36,958
-18,430
-33% -$1.69M 1.6% 14
2023
Q1 		$4.92M Sell
55,388
-2,251
-4% -$192K 2.1% 13
2022
Q4 		$4.7M Buy
57,639
+9,140
+19% +$764K 2.08% 13
2022
Q3 		$3.89M Buy
48,499
+1,439
+3% +$130K 1.87% 12
2022
Q2 		$3.94M Buy
47,060
+18,285
+64% +$1.68M 1.81% 12
2022
Q1 		$3.04M Buy
28,775
+4,769
+20% +$495K 1.26% 16
2021
Q4 		$2.78M Sell
24,006
-181
-0.7% -$20.2K 1.07% 18
2021
Q3 		$2.48M Sell
24,187
-870
-3% -$91.9K 1.01% 19
2021
Q2 		$2.53M Buy
25,057
+4,048
+19% +$390K 1.04% 18
2021
Q1 		$1.91M Sell
21,009
-98
-0.5% -$8.83K 0.85% 22
2020
Q4 		$1.87M Buy
+21,107
New +$1.78M 0.87% 23

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Windward Private Wealth Management's IUSG Position: Q2 2026 in Review

Windward Private Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.62% in Q2 2026, selling an estimated $34.1K and leaving 30,403 shares worth $5.72M. The position accounts for 1.83% of the portfolio, ranked #11.

Windward Private Wealth Management first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Windward Private Wealth Management held 30,403 shares of iShares Core S&P US Growth ETF worth $5.72M as of Q2 2026.
  • Windward Private Wealth Management sold 189 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $34.1K.
  • iShares Core S&P US Growth ETF made up 1.83% of Windward Private Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Windward Private Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.