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

Advisors Capital Management’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	$644K	Buy	3,423 +191	+6%	+$34.5K	0.01%	401
2026 Q1	$501K	Sell	3,232 -413	-11%	-$68K	0.01%	391
2025 Q4	$612K	Buy	3,645 +33	+0.9%	+$5.5K	0.01%	366
2025 Q3	$594K	Sell	3,612 -147	-4%	-$23.1K	0.01%	363
2025 Q2	$565K	Buy	3,759 +501	+15%	+$67.9K	0.01%	352
2025 Q1	$414K	Sell	3,258 -345	-10%	-$47.7K	0.01%	396
2024 Q4	$502K	Buy	3,603 +995	+38%	+$137K	0.01%	372
2024 Q3	$344K	Buy	2,608 +1,038	+66%	+$132K	0.01%	411
2024 Q2	$200K	Buy	+1,570	New	+$187K	﹤0.01%	474

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

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

Advisors Capital Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.9% in Q2 2026, buying an estimated $34.5K and bringing the position to 3,423 shares worth $644K. The position accounts for 0.01% of the portfolio, ranked #401.

Advisors Capital Management first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Advisors Capital Management held 3,423 shares of iShares Core S&P US Growth ETF worth $644K as of Q2 2026.
Advisors Capital Management bought 191 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $34.5K.
iShares Core S&P US Growth ETF made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #401 holding.
Advisors Capital Management first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.