Ameritas Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ameritas Advisory Services’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	$1.27M	Sell	8,182 -271	-3%	-$44.6K	0.05%	320
2025 Q4	$1.42M	Sell	8,453 -6,148	-42%	-$1.03M	0.05%	298
2025 Q3	$2.4M	Buy	14,601 +10,304	+240%	+$1.62M	0.16%	125
2025 Q2	$646K	Sell	4,297 -10,840	-72%	-$1.47M	0.03%	439
2025 Q1	$2.02M	Sell	15,137 -52,894	-78%	-$7.31M	0.08%	232
2024 Q4	$9.48M	Buy	68,031 +56,228	+476%	+$7.72M	0.33%	59
2024 Q3	$1.56M	Sell	11,803 -20,922	-64%	-$2.66M	0.07%	284
2024 Q2	$4.17M	Buy	32,725 +2,401	+8%	+$286K	0.16%	130
2024 Q1	$3.49M	Buy	30,324 +18,637	+159%	+$2.07M	0.14%	146
2023 Q4	$1.27M	Sell	11,687 -20,252	-63%	-$1.99M	0.07%	241
2023 Q3	$3.05M	Buy	31,939 +16,313	+104%	+$1.6M	0.15%	135
2023 Q2	$1.51M	Sell	15,626 -14,812	-49%	-$1.36M	0.19%	121
2023 Q1	$2.71M	Buy	30,438 +1,878	+7%	+$160K	0.14%	149
2022 Q4	$2.33M	Buy	28,560 +18,615	+187%	+$1.56M	0.11%	196
2022 Q3	$797K	Buy	9,945 +5,225	+111%	+$471K	0.05%	327
2022 Q2	$395K	Buy	4,720 +500	+12%	+$45.8K	0.02%	526
2022 Q1	$446K	Sell	4,220 -249	-6%	-$25.9K	0.02%	532
2021 Q4	$517K	Buy	+4,469	New	+$498K	0.02%	496

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 $9.54B AUM 19.86% 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

Ameritas Advisory Services's IUSG Position: Q1 2026 in Review

Ameritas Advisory Services reduced its iShares Core S&P US Growth ETF (IUSG) stake by 3.2% in Q1 2026, selling an estimated $44.6K and leaving 8,182 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #320.

Ameritas Advisory Services first reported a position in IUSG in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.48M in Q4 2024. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Ameritas Advisory Services held 8,182 shares of iShares Core S&P US Growth ETF worth $1.27M as of Q1 2026.
Ameritas Advisory Services sold 271 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $44.6K.
iShares Core S&P US Growth ETF made up 0.05% of Ameritas Advisory Services's portfolio in Q1 2026, its #320 holding.
Ameritas Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's iShares Core S&P US Growth ETF position peaked at $9.48M in Q4 2024.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.