Armbruster Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Armbruster Capital 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 Q2	$545K	Hold	2,900	–	–	0.08%	83
2026 Q1	$450K	Hold	2,900	–	–	0.07%	95
2025 Q4	$487K	Hold	2,900	–	–	0.08%	92
2025 Q3	$477K	Sell	2,900 -28	-1%	-$4.4K	0.08%	90
2025 Q2	$440K	Sell	2,928 -197	-6%	-$26.7K	0.08%	92
2025 Q1	$397K	Hold	3,125	–	–	0.08%	96
2024 Q4	$435K	Hold	3,125	–	–	0.09%	92
2024 Q3	$412K	Sell	3,125 -225	-7%	-$28.6K	0.08%	95
2024 Q2	$427K	Sell	3,350 -118	-3%	-$14.1K	0.09%	87
2024 Q1	$406K	Buy	3,468 +568	+20%	+$63.2K	0.09%	82
2023 Q4	$302K	Hold	2,900	–	–	0.07%	87
2023 Q3	$275K	Hold	2,900	–	–	0.07%	89
2023 Q2	$283K	Hold	2,900	–	–	0.07%	90
2023 Q1	$257K	Hold	2,900	–	–	0.07%	94
2022 Q4	$236K	Hold	2,900	–	–	0.06%	96
2022 Q3	$233K	Hold	2,900	–	–	0.07%	100
2022 Q2	$243K	Hold	2,900	–	–	0.07%	106
2022 Q1	$306K	Hold	2,900	–	–	0.07%	102
2021 Q4	$335K	Hold	2,900	–	–	0.08%	101
2021 Q3	$297K	Hold	2,900	–	–	0.08%	76
2021 Q2	$293K	Hold	2,900	–	–	0.08%	78
2021 Q1	$263K	Sell	2,900 -1,700	-37%	-$153K	0.08%	78
2020 Q4	$408K	Hold	4,600	–	–	0.14%	60
2020 Q3	$368K	Sell	4,600 -100	-2%	-$7.83K	0.14%	60
2020 Q2	$338K	Sell	4,700 -100	-2%	-$6.64K	0.14%	63
2020 Q1	$274K	Hold	4,800	–	–	0.13%	66
2019 Q4	$325K	Hold	4,800	–	–	0.12%	61
2019 Q3	$302K	Hold	4,800	–	–	0.13%	62
2019 Q2	$301K	Hold	4,800	–	–	0.13%	62
2019 Q1	$290K	Hold	4,800	–	–	0.13%	62
2018 Q4	$253K	Sell	4,800 -200	-4%	-$11.3K	0.13%	58
2018 Q3	$311K	Hold	5,000	–	–	0.14%	58
2018 Q2	$286K	Sell	5,000 -200	-4%	-$11.3K	0.13%	53
2018 Q1	$284K	Hold	5,200	–	–	0.13%	51
2017 Q4	$280K	Hold	5,200	–	–	0.13%	52
2017 Q3	$262K	Hold	5,200	–	–	0.13%	50
2017 Q2	$251K	Hold	5,200	–	–	0.14%	52
2017 Q1	$241K	Hold	5,200	–	–	0.13%	51
2016 Q4	$223K	Hold	5,200	–	–	0.13%	55
2016 Q3	$221K	Hold	5,200	–	–	0.14%	57
2016 Q2	$212K	Hold	5,200	–	–	0.14%	59
2016 Q1	$211K	Hold	5,200	–	–	0.14%	62
2015 Q4	$211K	Buy	+5,200	New	+$212K	0.19%	64

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

Armbruster Capital Management's IUSG Position: Q2 2026 in Review

Armbruster Capital Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,900 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #83.

Armbruster Capital Management first reported a position in IUSG in Q4 2015 and has held it in 43 quarters since. 931 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Armbruster Capital Management held 2,900 shares of iShares Core S&P US Growth ETF worth $545K as of Q2 2026.
Armbruster Capital Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.08% of Armbruster Capital Management's portfolio in Q2 2026, its #83 holding.
Armbruster Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2015 and has held it in 43 quarters since.
931 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.