Baltimore-Washington Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Baltimore-Washington Financial Advisors’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	$1.04M	Buy	+5,525	New	+$998K	0.04%	97

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

Baltimore-Washington Financial Advisors's IUSG Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 5,525 shares worth $1.04M. The stake represents 0.04% of the portfolio and ranks #97 among its holdings.

927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Baltimore-Washington Financial Advisors held 5,525 shares of iShares Core S&P US Growth ETF worth $1.04M as of Q2 2026.
iShares Core S&P US Growth ETF was a new Baltimore-Washington Financial Advisors position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.04% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #97 holding.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.