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

Alesco 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	$451K	Hold	2,400	–	–	0.01%	164
2026 Q1	$372K	Hold	2,400	–	–	0.01%	192
2025 Q4	$403K	Hold	2,400	–	–	0.01%	150
2025 Q3	$395K	Hold	2,400	–	–	0.01%	152
2025 Q2	$361K	Hold	2,400	–	–	0.01%	150
2025 Q1	$305K	Hold	2,400	–	–	0.01%	151
2024 Q4	$334K	Hold	2,400	–	–	0.01%	151
2024 Q3	$317K	Hold	2,400	–	–	0.01%	150
2024 Q2	$306K	Hold	2,400	–	–	0.01%	152
2024 Q1	$281K	Hold	2,400	–	–	0.01%	153
2023 Q4	$250K	Hold	2,400	–	–	0.01%	157
2023 Q3	$228K	Hold	2,400	–	–	0.01%	165
2023 Q2	$234K	Hold	2,400	–	–	0.01%	156
2023 Q1	$213K	Buy	+2,400	New	+$204K	0.01%	157
2022 Q3	–	Sell	-2,530	Closed	-$212K	–	151
2022 Q2	$212K	Buy	2,530 +130	+5%	+$11.9K	0.01%	141
2022 Q1	$254K	Hold	2,400	–	–	0.01%	134
2021 Q4	$278K	Hold	2,400	–	–	0.01%	129
2021 Q3	$246K	Hold	2,400	–	–	0.01%	126
2021 Q2	$242K	Hold	2,400	–	–	0.01%	126
2021 Q1	$218K	Hold	2,400	–	–	0.01%	124
2020 Q4	$213K	Buy	+2,400	New	+$202K	0.01%	122

Other funds holding IUSG

LPL Financial San Diego, California $445B AUM 25.58% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Alesco Advisors's IUSG Position: Q2 2026 in Review

Alesco Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,400 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #164.

Alesco Advisors first reported a position in IUSG in Q4 2020 and has held it in 21 quarters since. 603 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Alesco Advisors held 2,400 shares of iShares Core S&P US Growth ETF worth $451K as of Q2 2026.
Alesco Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of Alesco Advisors's portfolio in Q2 2026, its #164 holding.
Alesco Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 21 quarters since.
603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.