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Asset Management Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Asset Management Group’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 		$888K Buy
5,724
+6
+0.1% +$988 0.14% 90
2025
Q4 		$960K Buy
5,718
+9
+0.2% +$1.5K 0.16% 88
2025
Q3 		$939K Buy
5,709
+8
+0.1% +$1.26K 0.15% 89
2025
Q2 		$857K Buy
5,701
+8
+0.1% +$1.08K 0.15% 90
2025
Q1 		$723K Sell
5,693
-261
-4% -$36.1K 0.13% 93
2024
Q4 		$830K Sell
5,954
-8
-0.1% -$1.1K 0.15% 90
2024
Q3 		$786K Sell
5,962
-1,849
-24% -$235K 0.14% 94
2024
Q2 		$996K Buy
7,811
+8
+0.1% +$954 0.19% 85
2024
Q1 		$915K Buy
7,803
+10
+0.1% +$1.11K 0.17% 86
2023
Q4 		$811K Buy
7,793
+47
+0.6% +$4.63K 0.16% 88
2023
Q3 		$735K Buy
7,746
+84
+1% +$8.24K 0.16% 90
2023
Q2 		$748K Sell
7,662
-226
-3% -$20.7K 0.16% 91
2023
Q1 		$700K Buy
7,888
+24
+0.3% +$2.04K 0.16% 92
2022
Q4 		$641K Buy
7,864
+42
+0.5% +$3.51K 0.15% 92
2022
Q3 		$627K Buy
7,822
+2
+0% +$180 0.16% 88
2022
Q2 		$655K Buy
7,820
+16
+0.2% +$1.47K 0.16% 87
2022
Q1 		$825K Sell
7,804
-79
-1% -$8.21K 0.17% 84
2021
Q4 		$912K Sell
7,883
-264
-3% -$29.4K 0.18% 79
2021
Q3 		$834K Sell
8,147
-237
-3% -$25K 0.17% 79
2021
Q2 		$847K Sell
8,384
-80
-0.9% -$7.71K 0.18% 81
2021
Q1 		$768K Buy
8,464
+1
+0% +$90 0.17% 82
2020
Q4 		$751K Buy
8,463
+21
+0.2% +$1.77K 0.18% 79
2020
Q3 		$675K Sell
8,442
-381
-4% -$29.8K 0.2% 79
2020
Q2 		$634K Buy
8,823
+48
+0.5% +$3.19K 0.2% 79
2020
Q1 		$501K Buy
8,775
+2
+0% +$132 0.19% 82
2019
Q4 		$593K Buy
8,773
+30
+0.3% +$1.94K 0.18% 82
2019
Q3 		$550K Buy
8,743
+3
+0% +$190 0.19% 81
2019
Q2 		$548K Buy
8,740
+35
+0.4% +$2.15K 0.19% 79
2019
Q1 		$525K Buy
8,705
+27
+0.3% +$1.55K 0.19% 80
2018
Q4 		$457K Buy
8,678
+55
+0.6% +$3.12K 0.19% 79
2018
Q3 		$536K Sell
8,623
-228
-3% -$13.8K 0.18% 79
2018
Q2 		$506K Sell
8,851
-1,374
-13% -$77.7K 0.18% 82
2018
Q1 		$559K Buy
10,225
+29
+0.3% +$1.63K 0.2% 78
2017
Q4 		$548K Buy
10,196
+70
+0.7% +$3.68K 0.2% 77
2017
Q3 		$511K Sell
10,126
-350
-3% -$17.3K 0.19% 79
2017
Q2 		$505K Hold
10,476
– – 0.2% 79
2017
Q1 		$486K Sell
10,476
-197
-2% -$8.92K 0.19% 78
2016
Q4 		$458K Buy
10,673
+67
+0.6% +$2.84K 0.19% 78
2016
Q3 		$451K Sell
10,606
-856
-7% -$36.3K 0.19% 79
2016
Q2 		$468K Hold
11,462
– – 0.2% 80
2016
Q1 		$465K Buy
11,462
+78
+0.7% +$2.99K 0.21% 80
2015
Q4 		$462K Sell
11,384
-184
-2% -$7.49K 0.21% 80
2015
Q3 		$439K Sell
11,568
-684
-6% -$27.6K 0.21% 78
2015
Q2 		$498K Buy
12,252
+42
+0.3% +$1.73K 0.22% 75
2015
Q1 		$496K Sell
12,210
-10
-0.1% -$400 0.23% 73
2014
Q4 		$479K Sell
12,220
-618
-5% -$23.6K 0.24% 69
2014
Q3 		$480K Sell
12,838
-24
-0.2% -$898 0.26% 65
2014
Q2 		$478K Buy
12,862
+56
+0.4% +$2.01K 0.26% 62
2014
Q1 		$455K Sell
12,806
-432
-3% -$15.2K 0.26% 63
2013
Q4 		$467K Sell
13,238
-18
-0.1% -$606 0.28% 60
2013
Q3 		$426K Buy
13,256
+48
+0.4% +$1.51K 0.28% 56
2013
Q2 		$393K Buy
+13,208
New +$395K 0.27% 56

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Asset Management Group's IUSG Position: Q1 2026 in Review

Asset Management Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.1% in Q1 2026, buying an estimated $988 and bringing the position to 5,724 shares worth $888K. The position accounts for 0.14% of the portfolio, ranked #90.

Asset Management Group first reported a position in IUSG in Q2 2013 and has held it in 52 quarters since. The position peaked at $996K in Q2 2024. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Asset Management Group held 5,724 shares of iShares Core S&P US Growth ETF worth $888K as of Q1 2026.
  • Asset Management Group bought 6 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $988.
  • iShares Core S&P US Growth ETF made up 0.14% of Asset Management Group's portfolio in Q1 2026, its #90 holding.
  • Asset Management Group first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Asset Management Group's iShares Core S&P US Growth ETF position peaked at $996K in Q2 2024.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.