Allworth Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Allworth Financial’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	$78.1M	Sell	415,167 -15,882	-4%	-$2.87M	0.33%	47
2026 Q1	$66.9M	Sell	431,049 -773	-0.2%	-$127K	0.27%	52
2025 Q4	$72.5M	Sell	431,822 -15,002	-3%	-$2.5M	0.3%	48
2025 Q3	$73.5M	Sell	446,824 -14,679	-3%	-$2.31M	0.32%	42
2025 Q2	$69.4M	Sell	461,503 -4,979	-1%	-$675K	0.33%	38
2025 Q1	$59.4M	Buy	466,482 +119,081	+34%	+$16.5M	0.33%	39
2024 Q4	$50.6M	Sell	347,401 -27,454	-7%	-$3.77M	0.28%	47
2024 Q3	$49.4M	Sell	374,855 -2,471	-0.7%	-$314K	0.3%	43
2024 Q2	$47.9M	Sell	377,326 -4,564	-1%	-$544K	0.31%	42
2024 Q1	$44.8M	Sell	381,890 -10,110	-3%	-$1.12M	0.32%	39
2023 Q4	$40.8M	Buy	392,000 +28,953	+8%	+$2.85M	0.31%	38
2023 Q3	$34.4M	Sell	363,047 -5,480	-1%	-$538K	0.3%	40
2023 Q2	$36M	Buy	368,527 +71,002	+24%	+$6.51M	0.31%	38
2023 Q1	$26.4M	Buy	297,525 +1,366	+0.5%	+$116K	0.27%	55
2022 Q4	$24.1M	Buy	296,159 +118,212	+66%	+$9.88M	0.27%	48
2022 Q3	$14.3M	Buy	177,947 +12,950	+8%	+$1.17M	0.18%	69
2022 Q2	$13.8M	Sell	164,997 -3,423	-2%	-$314K	0.19%	72
2022 Q1	$17.8M	Buy	168,420 +41,962	+33%	+$4.36M	0.23%	63
2021 Q4	$14.6M	Sell	126,458 -524	-0.4%	-$58.4K	0.21%	60
2021 Q3	$13M	Buy	126,982 +5,385	+4%	+$569K	0.22%	57
2021 Q2	$12.3M	Buy	121,597 +7,558	+7%	+$728K	0.23%	51
2021 Q1	$10.4M	Buy	114,039 +11,490	+11%	+$1.04M	0.21%	49
2020 Q4	$9.1M	Buy	+102,549	New	+$8.63M	0.24%	36
2020 Q2	–	Sell	-1,700	Closed	-$97K	–	1279
2020 Q1	$97K	Sell	1,700 -4,048	-70%	-$266K	﹤0.01%	320
2019 Q4	$389K	Buy	5,748 +16	+0.3%	+$1.04K	0.01%	133
2019 Q3	$360K	Buy	+5,732	New	+$362K	0.01%	118
2017 Q4	–	Sell	-154	Closed	-$8K	–	775
2017 Q3	$8K	Buy	+154	New	+$7.63K	﹤0.01%	496

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

Allworth Financial's IUSG Position: Q2 2026 in Review

Allworth Financial reduced its iShares Core S&P US Growth ETF (IUSG) stake by 3.7% in Q2 2026, selling an estimated $2.87M and leaving 415,167 shares worth $78.1M. The position accounts for 0.33% of the portfolio, ranked #47.

Allworth Financial first reported a position in IUSG in Q3 2017 and has held it in 27 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Allworth Financial held 415,167 shares of iShares Core S&P US Growth ETF worth $78.1M as of Q2 2026.
Allworth Financial sold 15,882 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.87M.
iShares Core S&P US Growth ETF made up 0.33% of Allworth Financial's portfolio in Q2 2026, its #47 holding.
Allworth Financial first reported a position in iShares Core S&P US Growth ETF in Q3 2017 and has held it in 27 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.