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

WMG Financial 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 Q2	$240K	Buy	+1,274	New	+$230K	0.09%	85
2026 Q1	–	Sell	-1,274	Closed	-$214K	–	104
2025 Q4	$214K	Hold	1,274	–	–	0.09%	101
2025 Q3	$210K	Buy	+1,274	New	+$200K	0.07%	196
2025 Q1	–	Sell	-2,836	Closed	-$395K	–	176
2024 Q4	$395K	Hold	2,836	–	–	0.17%	86
2024 Q3	$374K	Hold	2,836	–	–	0.17%	86
2024 Q2	$362K	Hold	2,836	–	–	0.19%	78
2024 Q1	$332K	Hold	2,836	–	–	0.19%	86
2023 Q4	$295K	Buy	+2,836	New	+$279K	0.19%	80

Other funds holding IUSG

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

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

APW

Alliance Private Wealth North Reading, Massachusetts $288M AUM

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

WMG Financial Advisors's IUSG Position: Q2 2026 in Review

WMG Financial Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,274 shares worth $240K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings. This is a return to the name: WMG Financial Advisors previously reported a position in IUSG as recently as Q4 2025.

WMG Financial Advisors first reported a position in IUSG in Q4 2023 and has held it in 8 quarters since. The position peaked at $395K in Q4 2024. 259 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

WMG Financial Advisors held 1,274 shares of iShares Core S&P US Growth ETF worth $240K as of Q2 2026.
iShares Core S&P US Growth ETF was a new WMG Financial Advisors position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.09% of WMG Financial Advisors's portfolio in Q2 2026, its #85 holding.
WMG Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 8 quarters since.
WMG Financial Advisors's iShares Core S&P US Growth ETF position peaked at $395K in Q4 2024.
259 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.