AlTi Global’s iShares Core S&P US Growth ETF IUSG Stock Holding History

AlTi Global’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	$747K	Hold	3,971	–	–	0.02%	309
2026 Q1	$616K	Hold	3,971	–	–	0.01%	290
2025 Q4	$667K	Hold	3,971	–	–	0.01%	279
2025 Q3	$653K	Hold	3,971	–	–	0.02%	289
2025 Q2	$597K	Hold	3,971	–	–	0.02%	282
2025 Q1	$505K	Hold	3,971	–	–	0.01%	273
2024 Q4	$553K	Hold	3,971	–	–	0.01%	267
2024 Q3	$524K	Hold	3,971	–	–	0.01%	265
2024 Q2	$506K	Hold	3,971	–	–	0.01%	255
2024 Q1	$465K	Sell	3,971 -4,128	-51%	-$459K	0.01%	256
2023 Q4	$843K	Buy	+8,099	New	+$798K	0.03%	197

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

AlTi Global's IUSG Position: Q2 2026 in Review

AlTi Global held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 3,971 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #309.

AlTi Global first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $843K in Q4 2023. 603 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

AlTi Global held 3,971 shares of iShares Core S&P US Growth ETF worth $747K as of Q2 2026.
AlTi Global left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.02% of AlTi Global's portfolio in Q2 2026, its #309 holding.
AlTi Global first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's iShares Core S&P US Growth ETF position peaked at $843K in Q4 2023.
603 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.