Bank of America’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bank of America’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	$8.19B	Buy	52,774,558 +9,267,343	+21%	+$1.53B	0.6%	29
2025 Q4	$7.31B	Buy	43,507,215 +1,853,499	+4%	+$309M	0.53%	31
2025 Q3	$6.85B	Sell	41,653,716 -1,810,351	-4%	-$284M	0.47%	35
2025 Q2	$6.54B	Buy	43,464,067 +348,725	+0.8%	+$47.3M	0.48%	34
2025 Q1	$5.48B	Buy	43,115,342 +3,617,177	+9%	+$500M	0.44%	40
2024 Q4	$5.5B	Buy	39,498,165 +287,793	+0.7%	+$39.5M	0.46%	41
2024 Q3	$5.17B	Buy	39,210,372 +1,193,127	+3%	+$152M	0.42%	42
2024 Q2	$4.85B	Buy	38,017,245 +1,672,401	+5%	+$199M	0.43%	40
2024 Q1	$4.26B	Buy	36,344,844 +114,407	+0.3%	+$12.7M	0.39%	47
2023 Q4	$3.77B	Buy	36,230,437 +496,736	+1%	+$48.9M	0.38%	51
2023 Q3	$3.39B	Sell	35,733,701 -1,514,117	-4%	-$149M	0.37%	54
2023 Q2	$3.64B	Buy	37,247,818 +442,258	+1%	+$40.6M	0.38%	53
2023 Q1	$3.27B	Sell	36,805,560 -180,638	-0.5%	-$15.4M	0.34%	64
2022 Q4	$3.02B	Buy	36,986,198 +3,668,311	+11%	+$307M	0.34%	59
2022 Q3	$2.67B	Sell	33,317,887 -661,067	-2%	-$59.5M	0.32%	67
2022 Q2	$2.84B	Buy	33,978,954 +3,243,867	+11%	+$297M	0.32%	65
2022 Q1	$3.25B	Buy	30,735,087 +1,277,843	+4%	+$133M	0.32%	66
2021 Q4	$3.41B	Sell	29,457,244 -1,336,211	-4%	-$149M	0.33%	60
2021 Q3	$3.15B	Sell	30,793,455 -273,290	-0.9%	-$28.9M	0.33%	60
2021 Q2	$3.14B	Buy	31,066,745 +1,752,789	+6%	+$169M	0.33%	61
2021 Q1	$2.66B	Sell	29,313,956 -1,384,323	-5%	-$125M	0.3%	73
2020 Q4	$2.72B	Buy	30,698,279 +1,226,870	+4%	+$103M	0.35%	64
2020 Q3	$2.36B	Sell	29,471,409 -4,822,002	-14%	-$378M	0.32%	74
2020 Q2	$2.47B	Buy	34,293,411 +2,301,001	+7%	+$153M	0.37%	55
2020 Q1	$1.83B	Buy	31,992,410 +5,295,925	+20%	+$349M	0.33%	72
2019 Q4	$1.81B	Buy	26,696,485 +2,369,047	+10%	+$153M	0.26%	95
2019 Q3	$1.53B	Buy	24,327,438 +1,058,565	+5%	+$66.9M	0.23%	103
2019 Q2	$1.46B	Buy	23,268,873 +2,474,134	+12%	+$152M	0.22%	107
2019 Q1	$1.25B	Buy	20,794,739 +713,105	+4%	+$40.9M	0.19%	121
2018 Q4	$1.06B	Buy	20,081,634 +3,224,238	+19%	+$183M	0.19%	127
2018 Q3	$1.05B	Buy	16,857,396 +1,781,674	+12%	+$108M	0.16%	140
2018 Q2	$862M	Buy	15,075,722 +2,938,857	+24%	+$166M	0.14%	156
2018 Q1	$663M	Buy	12,136,865 +2,033,237	+20%	+$114M	0.11%	191
2017 Q4	$543M	Buy	10,103,628 +3,025,433	+43%	+$159M	0.09%	232
2017 Q3	$357M	Buy	7,078,195 +3,723,918	+111%	+$185M	0.06%	322
2017 Q2	$162M	Buy	3,354,277 +1,246,831	+59%	+$59.5M	0.03%	499
2017 Q1	$97.7M	Sell	2,107,446 -396,030	-16%	-$17.9M	0.02%	696
2016 Q4	$107M	Buy	2,503,476 +1,573,234	+169%	+$66.7M	0.02%	633
2016 Q3	$39.6M	Buy	930,242 +84,496	+10%	+$3.58M	0.01%	1129
2016 Q2	$34.5M	Sell	845,746 -87,940	-9%	-$3.57M	0.01%	1214
2016 Q1	$37.9M	Sell	933,686 -1,775,690	-66%	-$68.1M	0.01%	1099
2015 Q4	$110M	Buy	2,709,376 +1,571,174	+138%	+$64M	0.03%	595
2015 Q3	$43.2M	Buy	1,138,202 +528,044	+87%	+$21.3M	0.01%	1067
2015 Q2	$24.8M	Buy	610,158 +135,292	+28%	+$5.58M	0.01%	1246
2015 Q1	$19.3M	Sell	474,866 -90,144	-16%	-$3.6M	0.01%	1397
2014 Q4	$22.1M	Buy	565,010 +115,926	+26%	+$4.43M	0.01%	1315
2014 Q3	$16.8M	Buy	449,084 +3,380	+0.8%	+$126K	0.01%	1531
2014 Q2	$16.6M	Sell	445,704 -17,546	-4%	-$630K	0.01%	1531
2014 Q1	$16.5M	Sell	463,250 -624	-0.1%	-$22K	0.01%	1424
2013 Q4	$16.4M	Sell	463,874 -4,732	-1%	-$159K	0.01%	1462
2013 Q3	$15M	Buy	468,606 +12,630	+3%	+$397K	0.01%	1463
2013 Q2	$13.6M	Buy	+455,976	New	+$13.6M	0.01%	1491

Other funds holding IUSG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America's IUSG Position: Q1 2026 in Review

Bank of America increased its iShares Core S&P US Growth ETF (IUSG) stake by 21% in Q1 2026, buying an estimated $1.53B and bringing the position to 52,774,558 shares worth $8.19B. The position accounts for 0.6% of the portfolio, ranked #29.

Bank of America first reported a position in IUSG in Q2 2013 and has held it in 52 quarters since. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Bank of America held 52,774,558 shares of iShares Core S&P US Growth ETF worth $8.19B as of Q1 2026.
Bank of America bought 9,267,343 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.53B.
iShares Core S&P US Growth ETF made up 0.6% of Bank of America's portfolio in Q1 2026, its #29 holding.
Bank of America first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 52 quarters since.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.