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Atria Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Atria Investments’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 		$24M Buy
127,601
+5,028
+4% +$908K 0.24% 77
2026
Q1 		$19M Buy
122,573
+3,919
+3% +$645K 0.21% 83
2025
Q4 		$19.9M Sell
118,654
-27,998
-19% -$4.67M 0.23% 73
2025
Q3 		$24.1M Buy
146,652
+1,243
+0.9% +$195K 0.28% 57
2025
Q2 		$21.9M Sell
145,409
-442
-0.3% -$59.9K 0.26% 67
2025
Q1 		$18.5M Buy
145,851
+1,334
+0.9% +$184K 0.24% 75
2024
Q4 		$20.1M Sell
144,517
-6,435
-4% -$883K 0.25% 74
2024
Q3 		$19.9M Buy
150,952
+14,380
+11% +$1.83M 0.25% 73
2024
Q2 		$17.4M Buy
136,572
+53,306
+64% +$6.36M 0.23% 84
2024
Q1 		$9.76M Buy
83,266
+21,408
+35% +$2.38M 0.13% 176
2023
Q4 		$6.44M Buy
61,858
+6,293
+11% +$620K 0.1% 238
2023
Q3 		$5.27M Sell
55,565
-30,493
-35% -$2.99M 0.09% 272
2023
Q2 		$8.4M Sell
86,058
-4,747
-5% -$435K 0.15% 157
2023
Q1 		$8.06M Sell
90,805
-79,774
-47% -$6.79M 0.15% 161
2022
Q4 		$13.9M Buy
170,579
+87,178
+105% +$7.29M 0.29% 77
2022
Q3 		$6.69M Buy
83,401
+32,951
+65% +$2.97M 0.15% 171
2022
Q2 		$4.22M Buy
50,450
+32,163
+176% +$2.95M 0.09% 273
2022
Q1 		$1.93M Buy
18,287
+6,681
+58% +$694K 0.03% 587
2021
Q4 		$1.34M Buy
+11,606
New +$1.29M 0.02% 717
2016
Q1 		– Sell
-8,180
Closed -$311K – 462
2015
Q4 		$311K Hold
8,180
– – 0.03% 305
2015
Q3 		$311K Hold
8,180
– – 0.04% 255
2015
Q2 		$333K Hold
8,180
– – 0.04% 304
2015
Q1 		$332K Hold
8,180
– – 0.04% 306
2014
Q4 		$320K Hold
8,180
– – 0.03% 317
2014
Q3 		$306K Hold
8,180
– – 0.03% 358
2014
Q2 		$304K Hold
8,180
– – 0.03% 333
2014
Q1 		$291K Hold
8,180
– – 0.03% 365
2013
Q4 		$289K Hold
8,180
– – 0.03% 383
2013
Q3 		$263K Sell
8,180
-3,240
-28% -$102K 0.03% 389
2013
Q2 		$340K Buy
+11,420
New +$342K 0.04% 263

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atria Investments's IUSG Position: Q2 2026 in Review

Atria Investments increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.1% in Q2 2026, buying an estimated $908K and bringing the position to 127,601 shares worth $24M. The position accounts for 0.24% of the portfolio, ranked #77.

Atria Investments first reported a position in IUSG in Q2 2013 and has held it in 30 quarters since. The position peaked at $24.1M in Q3 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Atria Investments held 127,601 shares of iShares Core S&P US Growth ETF worth $24M as of Q2 2026.
  • Atria Investments bought 5,028 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $908K.
  • iShares Core S&P US Growth ETF made up 0.24% of Atria Investments's portfolio in Q2 2026, its #77 holding.
  • Atria Investments first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 30 quarters since.
  • Atria Investments's iShares Core S&P US Growth ETF position peaked at $24.1M in Q3 2025.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.