Ackerman Capital Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ackerman Capital 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	$7.58M	Buy	40,281 +289	+0.7%	+$52.2K	1.53%	16
2026 Q1	$6.2M	Sell	39,992 -1,023	-2%	-$168K	1.27%	23
2025 Q4	$6.89M	Buy	41,015 +26,292	+179%	+$4.39M	1.38%	19
2025 Q3	$2.42M	Sell	14,723 -559	-4%	-$87.8K	0.51%	32
2025 Q2	$2.3M	Sell	15,282 -416	-3%	-$56.4K	0.53%	31
2025 Q1	$1.99M	Hold	15,698	–	–	0.53%	30
2024 Q4	$2.19M	Sell	15,698 -29	-0.2%	-$3.98K	0.57%	29
2024 Q3	$2.07M	Sell	15,727 -23	-0.1%	-$2.92K	0.54%	30
2024 Q2	$2.01M	Hold	15,750	–	–	0.53%	29
2024 Q1	$1.85M	Hold	15,750	–	–	0.51%	31
2023 Q4	$1.64M	Sell	15,750 -1,464	-9%	-$144K	0.46%	33
2023 Q3	$1.63M	Sell	17,214 -588	-3%	-$57.7K	0.45%	35
2023 Q2	$1.74M	Sell	17,802 -246	-1%	-$22.6K	0.45%	32
2023 Q1	$1.6M	Buy	18,048 +8,677	+93%	+$739K	0.42%	33
2022 Q4	$764K	Sell	9,371 -5,367	-36%	-$449K	0.21%	53
2022 Q3	$1.18M	Sell	14,738 -23,593	-62%	-$2.12M	0.34%	39
2022 Q2	$3.21M	Buy	38,331 +33,777	+742%	+$3.1M	0.86%	26
2022 Q1	$481K	Hold	4,554	–	–	0.11%	71
2021 Q4	$527K	Sell	4,554 -103	-2%	-$11.5K	0.12%	69
2021 Q3	$477K	Hold	4,657	–	–	0.11%	66
2021 Q2	$470K	Sell	4,657 -16,198	-78%	-$1.56M	0.11%	64
2021 Q1	$1.89M	Sell	20,855 -80	-0.4%	-$7.21K	0.46%	31
2020 Q4	$1.86M	Sell	20,935 -522	-2%	-$43.9K	0.47%	28
2020 Q3	$1.72M	Sell	21,457 -1,052	-5%	-$82.4K	0.48%	28
2020 Q2	$1.62M	Buy	22,509 +4,337	+24%	+$288K	0.49%	28
2020 Q1	$1.04M	Buy	+18,172	New	+$1.2M	0.4%	30

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 $104B AUM 28.3% 1-Year Est. Return

Ackerman Capital Advisors's IUSG Position: Q2 2026 in Review

Ackerman Capital Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.72% in Q2 2026, buying an estimated $52.2K and bringing the position to 40,281 shares worth $7.58M. The position accounts for 1.53% of the portfolio, ranked #16.

Ackerman Capital Advisors first reported a position in IUSG in Q1 2020 and has held it in 26 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Ackerman Capital Advisors held 40,281 shares of iShares Core S&P US Growth ETF worth $7.58M as of Q2 2026.
Ackerman Capital Advisors bought 289 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $52.2K.
iShares Core S&P US Growth ETF made up 1.53% of Ackerman Capital Advisors's portfolio in Q2 2026, its #16 holding.
Ackerman Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 26 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.