Arlington Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Arlington Trust’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	$47K	Hold	250	–	–	﹤0.01%	279
2026 Q1	$38.8K	Hold	250	–	–	﹤0.01%	253
2025 Q4	$42K	Hold	250	–	–	﹤0.01%	211
2025 Q3	$41.1K	Sell	250 -296	-54%	-$46.5K	0.01%	376
2025 Q2	$82.1K	Hold	546	–	–	0.02%	289
2025 Q1	$69.4K	Hold	546	–	–	0.01%	316
2024 Q4	$76.1K	Hold	546	–	–	0.02%	302
2024 Q3	$72K	Sell	546 -77	-12%	-$9.79K	0.02%	296
2024 Q2	$79.4K	Hold	623	–	–	0.02%	281
2024 Q1	$73K	Sell	623 -320	-34%	-$35.6K	0.02%	251
2023 Q4	$98.2K	Buy	+943	New	+$92.9K	0.03%	217

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

Arlington Trust's IUSG Position: Q2 2026 in Review

Arlington Trust held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 250 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Arlington Trust first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $98.2K in Q4 2023. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Arlington Trust held 250 shares of iShares Core S&P US Growth ETF worth $47K as of Q2 2026.
Arlington Trust left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #279 holding.
Arlington Trust first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
Arlington Trust's iShares Core S&P US Growth ETF position peaked at $98.2K in Q4 2023.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.