Arcadia Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Arcadia Investment Management’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	$15.5K	Hold	100	–	–	﹤0.01%	196
2025 Q4	$16.8K	Hold	100	–	–	﹤0.01%	202
2025 Q3	$16.5K	Hold	100	–	–	﹤0.01%	211
2025 Q2	$15K	Hold	100	–	–	﹤0.01%	214
2025 Q1	$12.7K	Hold	100	–	–	﹤0.01%	238
2024 Q4	$13.9K	Hold	100	–	–	﹤0.01%	262
2024 Q3	$13.2K	Hold	100	–	–	﹤0.01%	217
2024 Q2	$12.7K	Hold	100	–	–	﹤0.01%	261
2024 Q1	$11.7K	Hold	100	–	–	﹤0.01%	270
2023 Q4	$10.4K	Hold	100	–	–	﹤0.01%	285
2023 Q3	$9.48K	Hold	100	–	–	﹤0.01%	290
2023 Q2	$9.76K	Hold	100	–	–	﹤0.01%	305
2023 Q1	$8.88K	Buy	+100	New	+$8.52K	﹤0.01%	314

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 $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $1.56T 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

Arcadia Investment Management's IUSG Position: Q1 2026 in Review

Arcadia Investment Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 100 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Arcadia Investment Management first reported a position in IUSG in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.8K in Q4 2025. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Arcadia Investment Management held 100 shares of iShares Core S&P US Growth ETF worth $15.5K as of Q1 2026.
Arcadia Investment Management left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #196 holding.
Arcadia Investment Management first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 13 quarters since.
Arcadia Investment Management's iShares Core S&P US Growth ETF position peaked at $16.8K in Q4 2025.
865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.