American Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

American Trust’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 Q1	$374K	Buy	2,410 +23	+1%	+$3.79K	0.03%	193
2025 Q4	$401K	Sell	2,387 -45	-2%	-$7.51K	0.03%	203
2025 Q3	$400K	Buy	2,432 +165	+7%	+$25.9K	0.03%	206
2025 Q2	$341K	Buy	+2,267	New	+$307K	0.03%	198
2025 Q1	–	Sell	-1,975	Closed	-$275K	–	206
2024 Q4	$275K	Buy	+1,975	New	+$271K	0.02%	240
2023 Q3	–	Sell	-29,784	Closed	-$2.91M	–	357
2023 Q2	$2.91M	Hold	29,784	–	–	0.2%	90
2023 Q1	$2.68M	Buy	29,784 +6,617	+29%	+$563K	0.19%	95
2022 Q4	$1.89M	Buy	23,167 +4,225	+22%	+$353K	0.18%	100
2022 Q3	$1.52M	Sell	18,942 -437	-2%	-$39.4K	0.13%	109
2022 Q2	$1.83M	Sell	19,379 -1,010	-5%	-$92.6K	0.15%	103
2022 Q1	$2.15M	Buy	+20,389	New	+$2.12M	0.14%	102

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Trust's IUSG Position: Q1 2026 in Review

American Trust increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.96% in Q1 2026, buying an estimated $3.79K and bringing the position to 2,410 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #193.

American Trust first reported a position in IUSG in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.91M in Q2 2023. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

American Trust held 2,410 shares of iShares Core S&P US Growth ETF worth $374K as of Q1 2026.
American Trust bought 23 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $3.79K.
iShares Core S&P US Growth ETF made up 0.03% of American Trust's portfolio in Q1 2026, its #193 holding.
American Trust first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and has held it in 11 quarters since.
American Trust's iShares Core S&P US Growth ETF position peaked at $2.91M in Q2 2023.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.