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

Aptus Capital 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	$315K	Buy	1,677 +218	+15%	+$39.4K	﹤0.01%	925
2026 Q1	$226K	Buy	1,459 +1	+0.1%	+$165	﹤0.01%	969
2025 Q4	$245K	Buy	1,458 +157	+12%	+$26.2K	﹤0.01%	962
2025 Q3	$214K	Hold	1,301	–	–	﹤0.01%	956
2025 Q2	$196K	Sell	1,301 -130	-9%	-$17.6K	﹤0.01%	953
2025 Q1	$182K	Buy	1,431 +41	+3%	+$5.67K	﹤0.01%	910
2024 Q4	$194K	Buy	1,390 +537	+63%	+$73.7K	﹤0.01%	900
2024 Q3	$113K	Hold	853	–	–	﹤0.01%	839
2024 Q2	$109K	Hold	853	–	–	﹤0.01%	808
2024 Q1	$100K	Buy	+853	New	+$94.9K	﹤0.01%	822
2023 Q4	–	Sell	-311	Closed	-$29.5K	–	947
2023 Q3	$29.5K	Buy	311 +173	+125%	+$17K	﹤0.01%	725
2023 Q2	$13.5K	Buy	138 +103	+294%	+$9.45K	﹤0.01%	677
2023 Q1	$3.08K	Buy	+35	New	+$2.98K	﹤0.01%	747
2022 Q4	–	Sell	-106	Closed	-$8K	–	820
2022 Q3	$8K	Buy	+106	New	+$9.54K	﹤0.01%	678

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 $104B AUM 28.3% 1-Year Est. Return

Aptus Capital Advisors's IUSG Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 15% in Q2 2026, buying an estimated $39.4K and bringing the position to 1,677 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Aptus Capital Advisors first reported a position in IUSG in Q3 2022 and has held it in 14 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Aptus Capital Advisors held 1,677 shares of iShares Core S&P US Growth ETF worth $315K as of Q2 2026.
Aptus Capital Advisors bought 218 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $39.4K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #925 holding.
Aptus Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 14 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.