Arax Advisory Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Arax Advisory Partners’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	$2.92M	Buy	15,532 +6,437	+71%	+$1.16M	0.02%	672
2026 Q1	$1.41M	Sell	9,095 -273	-3%	-$44.9K	0.04%	355
2025 Q4	$1.57M	Buy	+9,368	New	+$1.56M	0.05%	287
2025 Q3	–	Sell	-9,424	Closed	-$1.42M	–	3963
2025 Q2	$1.42M	Sell	9,424 -6,496	-41%	-$881K	0.07%	190
2025 Q1	$2.02M	Sell	15,920 -14,818	-48%	-$2.05M	0.13%	114
2024 Q4	$4.28M	Buy	30,738 +29,718	+2,914%	+$4.08M	0.27%	59
2024 Q3	$135K	Buy	1,020 +2	+0.2%	+$254	0.01%	432
2024 Q2	$130K	Buy	1,018 +1	+0.1%	+$119	0.01%	420
2024 Q1	$119K	Buy	1,017 +2	+0.2%	+$222	0.01%	363
2023 Q4	$106K	Buy	1,015 +7	+0.7%	+$690	0.01%	367
2023 Q3	$95.6K	Hold	1,008	–	–	0.01%	354
2023 Q2	$98.5K	Buy	1,008 +2	+0.2%	+$183	0.01%	349
2023 Q1	$89.3K	Buy	1,006 +3	+0.3%	+$255	0.01%	365
2022 Q4	$81.8K	Buy	1,003 +6	+0.6%	+$501	0.01%	362
2022 Q3	$80K	Hold	997	–	–	0.01%	351
2022 Q2	$83K	Buy	997 +2	+0.2%	+$183	0.01%	339
2022 Q1	$105K	Buy	995 +2	+0.2%	+$208	0.01%	333
2021 Q4	$115K	Buy	993 +37	+4%	+$4.13K	0.01%	323
2021 Q3	$98K	Hold	956	–	–	0.01%	330
2021 Q2	$97K	Buy	+956	New	+$92.1K	0.01%	341
2020 Q4	$85K	Buy	953 +3	+0.3%	+$252	0.01%	316
2020 Q3	$76K	Buy	950 +2	+0.2%	+$157	0.01%	308
2020 Q2	$68K	Buy	948 +6	+0.6%	+$399	0.01%	310
2020 Q1	$54K	Hold	942	–	–	0.01%	319
2019 Q4	$64K	Buy	942 +7	+0.7%	+$453	0.02%	304
2019 Q3	$59K	Hold	935	–	–	0.02%	307
2019 Q2	$59K	Buy	+935	New	+$57.5K	0.02%	302
2018 Q4	$39K	Hold	736	–	–	0.02%	300
2018 Q3	$46K	Buy	+736	New	+$44.4K	0.02%	295

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

Arax Advisory Partners's IUSG Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 71% in Q2 2026, buying an estimated $1.16M and bringing the position to 15,532 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #672.

Arax Advisory Partners first reported a position in IUSG in Q3 2018 and has held it in 29 quarters since. The position peaked at $4.28M in Q4 2024. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Arax Advisory Partners held 15,532 shares of iShares Core S&P US Growth ETF worth $2.92M as of Q2 2026.
Arax Advisory Partners bought 6,437 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.16M.
iShares Core S&P US Growth ETF made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #672 holding.
Arax Advisory Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2018 and has held it in 29 quarters since.
Arax Advisory Partners's iShares Core S&P US Growth ETF position peaked at $4.28M in Q4 2024.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.