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

Bank of New Hampshire’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	-650	Closed	-$109K	–	561
2025 Q4	$109K	Hold	650	–	–	0.02%	232
2025 Q3	$107K	Hold	650	–	–	0.02%	236
2025 Q2	$97.8K	Hold	650	–	–	0.02%	239
2025 Q1	$82.6K	Hold	650	–	–	0.02%	253
2024 Q4	$90.6K	Hold	650	–	–	0.02%	250
2024 Q3	$85.7K	Sell	650 -1,503	-70%	-$191K	0.02%	258
2024 Q2	$274K	Hold	2,153	–	–	0.07%	167
2024 Q1	$252K	Buy	2,153 +650	+43%	+$72.3K	0.07%	178
2023 Q4	$156K	Sell	1,503 -168	-10%	-$16.5K	0.04%	214
2023 Q3	$158K	Buy	1,671 +920	+123%	+$90.3K	0.05%	207
2023 Q2	$73.3K	Hold	751	–	–	0.02%	272
2023 Q1	$66.7K	Sell	751 -62	-8%	-$5.28K	0.02%	287
2022 Q4	$66K	Buy	813 +645	+384%	+$53.9K	0.02%	286
2022 Q3	$13K	Hold	168	–	–	﹤0.01%	431
2022 Q2	$14K	Buy	+168	New	+$15.4K	﹤0.01%	437

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $1.56T 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

Bank of New Hampshire's IUSG Position: Q1 2026 in Review

Bank of New Hampshire sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 650 shares — an estimated $109K sold.

Bank of New Hampshire first reported a position in IUSG in Q2 2022 and held it in 15 quarters. The position peaked at $274K in Q2 2024. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Bank of New Hampshire reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Bank of New Hampshire sold 650 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $109K.
Bank of New Hampshire first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and held it in 15 quarters.
Bank of New Hampshire's iShares Core S&P US Growth ETF position peaked at $274K in Q2 2024.
865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Bank of New Hampshire's 13F filing for Q1 2026, filed 13 Apr 2026.