ForthRight Wealth Management, LLC IUSG holdings history
ISHARES CORE S&P U.S. GROWTH · CUSIP 464287671 · CIK 1841633
As of 2026-06-30, ForthRight Wealth Management, LLC reported 171.92K IUSG (shares), valued at $32.34M, or 8.27% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 0.94%; reported value increased 20.13%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 8.27% | 171,918 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 7.64% | 173,544 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 8.50% | 176,125 | SEC filing ↗Filed Jan 13, 2026 |
| Q3 2025 | 8.60% | 179,898 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 8.49% | 181,076 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 7.43% | 174,753 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 8.05% | 173,367 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 7.80% | 177,514 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 8.82% | 192,454 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 8.54% | 203,043 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 8.27% | 204,967 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 8.27% | 202,324 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 8.27% | 202,324 | $19.19M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 8.27% | 204,967 | $21.34M | Shares increased 1.31%; reported value increased 11.21%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 8.54% | 203,043 | $23.80M | Shares decreased 0.94%; reported value increased 11.54%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 8.82% | 192,454 | $24.53M | Shares decreased 5.22%; reported value increased 3.09%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 7.80% | 177,514 | $23.42M | Shares decreased 7.76%; reported value decreased 4.56%, and weight changed -1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 8.05% | 173,367 | $24.16M | Shares decreased 2.34%; reported value increased 3.17%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 7.43% | 174,753 | $22.21M | Shares increased 0.80%; reported value decreased 8.08%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 8.49% | 181,076 | $27.23M | Shares increased 3.62%; reported value increased 22.63%, and weight changed +1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 8.60% | 179,898 | $29.60M | Shares decreased 0.65%; reported value increased 8.69%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 8.50% | 176,125 | $29.58M | Shares decreased 2.10%; reported value decreased 0.07%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2026 |
| Q1 2026 | 7.64% | 173,544 | $26.92M | Shares decreased 1.47%; reported value decreased 8.99%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 8.27% | 171,918 | $32.34M | Shares decreased 0.94%; reported value increased 20.13%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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