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IUSG icon

Ancora Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ancora Advisors’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 		$516K Sell
2,744
-809
-23% -$146K 0.01% 536
2026
Q1 		$551K Sell
3,553
-429
-11% -$70.6K 0.01% 505
2025
Q4 		$669K Buy
3,982
+128
+3% +$21.4K 0.01% 477
2025
Q3 		$634K Sell
3,854
-101
-3% -$15.9K 0.01% 505
2025
Q2 		$595K Hold
3,955
– – 0.01% 496
2025
Q1 		$503K Sell
3,955
-536
-12% -$74.1K 0.01% 520
2024
Q4 		$626K Buy
4,491
+1,139
+34% +$156K 0.01% 473
2024
Q3 		$442K Sell
3,352
-257
-7% -$32.7K 0.01% 533
2024
Q2 		$460K Buy
3,609
+258
+8% +$30.8K 0.01% 511
2024
Q1 		$393K Buy
3,351
+332
+11% +$36.9K 0.01% 541
2023
Q4 		$314K Buy
3,019
+281
+10% +$27.7K 0.01% 582
2023
Q3 		$260K Hold
2,738
– – 0.01% 612
2023
Q2 		$267K Buy
2,738
+49
+2% +$4.49K 0.01% 590
2023
Q1 		$239K Sell
2,689
-68
-2% -$5.79K 0.01% 612
2022
Q4 		$224K Sell
2,757
-93
-3% -$7.77K 0.01% 646
2022
Q3 		$229K Hold
2,850
– – 0.01% 698
2022
Q2 		$239K Sell
2,850
-74
-3% -$6.78K 0.01% 713
2022
Q1 		$309K Buy
2,924
+139
+5% +$14.4K 0.01% 683
2021
Q4 		$322K Buy
2,785
+53
+2% +$5.91K 0.01% 665
2021
Q3 		$280K Hold
2,732
– – 0.01% 694
2021
Q2 		$276K Sell
2,732
-148
-5% -$14.3K 0.01% 686
2021
Q1 		$261K Buy
2,880
+135
+5% +$12.2K 0.01% 665
2020
Q4 		$243K Buy
2,745
+82
+3% +$6.9K 0.01% 592
2020
Q3 		$213K Sell
2,663
-188
-7% -$14.7K 0.01% 598
2020
Q2 		$204K Buy
2,851
+539
+23% +$35.8K 0.01% 586
2020
Q1 		$132K Buy
2,312
+183
+9% +$12K 0.01% 725
2019
Q4 		$144K Buy
+2,129
New +$138K 0.01% 712
2018
Q4 		– Sell
-1,949
Closed -$121K – 915
2018
Q3 		$121K Buy
+1,949
New +$118K ﹤0.01% 719

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ancora Advisors's IUSG Position: Q2 2026 in Review

Ancora Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 23% in Q2 2026, selling an estimated $146K and leaving 2,744 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #536.

Ancora Advisors first reported a position in IUSG in Q3 2018 and has held it in 28 quarters since. The position peaked at $669K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Ancora Advisors held 2,744 shares of iShares Core S&P US Growth ETF worth $516K as of Q2 2026.
  • Ancora Advisors sold 809 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $146K.
  • iShares Core S&P US Growth ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #536 holding.
  • Ancora Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and has held it in 28 quarters since.
  • Ancora Advisors's iShares Core S&P US Growth ETF position peaked at $669K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.