IUSG — ISHARES TR CORE S&P US GWT

Ownership history in ForthRight Wealth Management, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in ISHARES TR CORE S&P US GWT (IUSG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
13.68% (2020 Q4)
Avg. % of fund
9.44%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 176,125 -3,773 -2.1% 8.50% $29.6M $167.76
2025 Q3 REDUCED 179,898 -1,178 -0.7% 8.60% $29.6M $164.10
2025 Q2 ADDED 181,076 +6,323 +3.6% 8.49% $27.2M $149.77
2025 Q1 ADDED 174,753 +1,386 +0.8% 7.43% $22.2M $126.36
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSG price (monthly, adj. close)

Other funds also holding IUSG

As of 2025 Q4 — sorted by position size

Tanglewood Legacy Advisors, LLC 3Y 20.5% HILLTOP WEALTH ADVISORS, LLC 3Y 20.12% Cardinal Strategic Wealth Guidance 3Y 14.68% Veracity Capital LLC 3Y 12.61% Madison Wealth Partners, Inc 3Y 12.3% FORTRESS FINANCIAL GROUP, LLC 11.48% NorthStar Asset Management LLC /NJ/ 10.32% DDFG, Inc 3Y 9.83% Birchcreek Wealth Management, LLC 3Y 9.74% Tennessee Valley Asset Management Partners 3Y 7.69%
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