Baron Silver Stevens Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Baron Silver Stevens 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	$287K	Hold	1,528	–	–	0.04%	121
2026 Q1	$237K	Buy	1,528 +54	+4%	+$8.89K	0.03%	123
2025 Q4	$248K	Sell	1,474 -119	-7%	-$19.9K	0.04%	120
2025 Q3	$262K	Hold	1,593	–	–	0.04%	120
2025 Q2	$240K	Hold	1,593	–	–	0.04%	124
2025 Q1	$202K	Hold	1,593	–	–	0.04%	123
2024 Q4	$222K	Buy	+1,593	New	+$219K	0.04%	116
2023 Q3	–	Sell	-2,131	Closed	-$208K	–	108
2023 Q2	$208K	Buy	+2,131	New	+$195K	0.05%	107
2022 Q4	–	Sell	-2,131	Closed	-$16.7K	–	120
2022 Q3	$16.7K	Buy	+2,131	New	+$192K	4.55%	7
2022 Q2	–	Sell	-2,131	Closed	-$225K	–	107
2022 Q1	$225K	Buy	+2,131	New	+$221K	0.05%	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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's IUSG Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,528 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #121.

Baron Silver Stevens Financial Advisors first reported a position in IUSG in Q1 2022 and has held it in 10 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Baron Silver Stevens Financial Advisors held 1,528 shares of iShares Core S&P US Growth ETF worth $287K as of Q2 2026.
Baron Silver Stevens Financial Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #121 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and has held it in 10 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.