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

AlphaCore Capital’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	$324K	Hold	1,721	–	–	0.01%	890
2026 Q1	$267K	Buy	1,721 +40	+2%	+$6.58K	0.01%	734
2025 Q4	$282K	Hold	1,681	–	–	0.01%	831
2025 Q3	$277K	Hold	1,681	–	–	0.01%	611
2025 Q2	$253K	Hold	1,681	–	–	0.01%	524
2025 Q1	$214K	Buy	+1,681	New	+$232K	0.02%	430
2024 Q1	–	Sell	-400	Closed	-$41.6K	–	264
2023 Q4	$41.6K	Hold	400	–	–	0.01%	285
2023 Q3	$37.9K	Hold	400	–	–	0.01%	282
2023 Q2	$39.1K	Hold	400	–	–	0.01%	254
2023 Q1	$35.5K	Buy	+400	New	+$34.1K	0.01%	177
2020 Q1	–	Sell	-187	Closed	-$13K	–	350
2019 Q4	$13K	Buy	+187	New	+$12.1K	0.01%	109

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

AlphaCore Capital's IUSG Position: Q2 2026 in Review

AlphaCore Capital held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,721 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #890.

AlphaCore Capital first reported a position in IUSG in Q4 2019 and has held it in 11 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

AlphaCore Capital held 1,721 shares of iShares Core S&P US Growth ETF worth $324K as of Q2 2026.
AlphaCore Capital 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 AlphaCore Capital's portfolio in Q2 2026, its #890 holding.
AlphaCore Capital first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 11 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.