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

Augustine Asset 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	–	Sell	-1,913	Closed	-$321K	–	119
2025 Q4	$321K	Sell	1,913 -19	-1%	-$3.17K	0.06%	84
2025 Q3	$318K	Sell	1,932 -2	-0.1%	-$314	0.06%	84
2025 Q2	$291K	Buy	1,934 +238	+14%	+$32.3K	0.08%	84
2025 Q1	$216K	Sell	1,696 -34	-2%	-$4.7K	0.06%	101
2024 Q4	$241K	Sell	1,730 -93	-5%	-$12.8K	0.06%	95
2024 Q3	$240K	Hold	1,823	–	–	0.08%	92
2024 Q2	$232K	Buy	+1,823	New	+$217K	0.09%	88

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Augustine Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 1,913 shares — an estimated $321K sold.

Augustine Asset Management first reported a position in IUSG in Q2 2024 and held it in 7 quarters. The position peaked at $321K in Q4 2025. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Augustine Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Augustine Asset Management sold 1,913 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $321K.
Augustine Asset Management first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 7 quarters.
Augustine Asset Management's iShares Core S&P US Growth ETF position peaked at $321K in Q4 2025.
865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Augustine Asset Management's 13F filing for Q1 2026, filed 13 Apr 2026.