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

55 North Private Wealth’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	$688K	Buy	3,657 +5	+0.1%	+$903	0.14%	79
2026 Q1	$566K	Buy	+3,652	New	+$601K	0.15%	69

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 $103B AUM 28.65% 1-Year Est. Return

55 North Private Wealth's IUSG Position: Q2 2026 in Review

55 North Private Wealth increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.14% in Q2 2026, buying an estimated $903 and bringing the position to 3,657 shares worth $688K. The position accounts for 0.14% of the portfolio, ranked #79.

55 North Private Wealth first reported a position in IUSG in Q1 2026 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

55 North Private Wealth held 3,657 shares of iShares Core S&P US Growth ETF worth $688K as of Q2 2026.
55 North Private Wealth bought 5 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $903.
iShares Core S&P US Growth ETF made up 0.14% of 55 North Private Wealth's portfolio in Q2 2026, its #79 holding.
55 North Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q1 2026 and has held it in 2 quarters since.
923 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.