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

Bailard’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 		$4.26M Buy
22,630
+406
+2% +$73.3K 0.09% 170
2026
Q1 		$3.45M Buy
22,224
+237
+1% +$39K 0.08% 180
2025
Q4 		$3.69M Buy
21,987
+402
+2% +$67.1K 0.08% 174
2025
Q3 		$3.55M Sell
21,585
-445
-2% -$69.9K 0.08% 180
2025
Q2 		$3.31M Buy
22,030
+34
+0.2% +$4.61K 0.08% 183
2025
Q1 		$2.8M Sell
21,996
-3,076
-12% -$425K 0.07% 195
2024
Q4 		$3.49M Sell
25,072
-1,292
-5% -$177K 0.09% 167
2024
Q3 		$3.48M Buy
26,364
+441
+2% +$56.1K 0.09% 178
2024
Q2 		$3.3M Sell
25,923
-370
-1% -$44.1K 0.09% 175
2024
Q1 		$3.08M Sell
26,293
-14,907
-36% -$1.66M 0.09% 187
2023
Q4 		$4.29M Sell
41,200
-206
-0.5% -$20.3K 0.13% 149
2023
Q3 		$3.93M Buy
41,406
+1,732
+4% +$170K 0.13% 140
2023
Q2 		$3.87M Buy
39,674
+3,901
+11% +$358K 0.14% 135
2023
Q1 		$3.18M Buy
+35,773
New +$3.05M 0.11% 150

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 22.96% 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
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 $103B AUM 28.65% 1-Year Est. Return

Bailard's IUSG Position: Q2 2026 in Review

Bailard increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.8% in Q2 2026, buying an estimated $73.3K and bringing the position to 22,630 shares worth $4.26M. The position accounts for 0.09% of the portfolio, ranked #170.

Bailard first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.29M in Q4 2023. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Bailard held 22,630 shares of iShares Core S&P US Growth ETF worth $4.26M as of Q2 2026.
  • Bailard bought 406 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $73.3K.
  • iShares Core S&P US Growth ETF made up 0.09% of Bailard's portfolio in Q2 2026, its #170 holding.
  • Bailard first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Bailard's iShares Core S&P US Growth ETF position peaked at $4.29M in Q4 2023.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.