Bartlett & Co Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bartlett & Co Wealth Management’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	$185K	Hold	985	–	–	﹤0.01%	497
2026 Q1	$176K	Buy	985 +663	+206%	+$109K	﹤0.01%	482
2025 Q4	$54.1K	Hold	322	–	–	﹤0.01%	653
2025 Q3	$53K	Sell	322 -23	-7%	-$3.61K	﹤0.01%	662
2025 Q2	$51.9K	Buy	345 +23	+7%	+$3.12K	﹤0.01%	650
2025 Q1	$40.9K	Hold	322	–	–	﹤0.01%	688
2024 Q4	$44.9K	Hold	322	–	–	﹤0.01%	675
2024 Q3	$42.5K	Hold	322	–	–	﹤0.01%	686
2024 Q2	$41K	Buy	+322	New	+$38.4K	﹤0.01%	689
2023 Q1	–	Sell	-137	Closed	-$11.2K	–	1081
2022 Q4	$11.2K	Hold	137	–	–	﹤0.01%	812
2022 Q3	$11K	Hold	137	–	–	﹤0.01%	812
2022 Q2	$11.5K	Hold	137	–	–	﹤0.01%	838
2022 Q1	$14.5K	Buy	+137	New	+$14.2K	﹤0.01%	777
2021 Q4	–	Sell	-137	Closed	-$14K	–	644
2021 Q3	$14K	Sell	137 -85	-38%	-$8.98K	﹤0.01%	669
2021 Q2	$22.4K	Hold	222	–	–	﹤0.01%	615
2021 Q1	$20.2K	Buy	222 +85	+62%	+$7.66K	﹤0.01%	666
2020 Q4	$12.2K	Buy	137 +86	+169%	+$7.24K	﹤0.01%	710
2020 Q3	$4.08K	Buy	+51	New	+$4K	﹤0.01%	748

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

Bartlett & Co Wealth Management's IUSG Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 985 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Bartlett & Co Wealth Management first reported a position in IUSG in Q3 2020 and has held it in 18 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bartlett & Co Wealth Management held 985 shares of iShares Core S&P US Growth ETF worth $185K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #497 holding.
Bartlett & Co Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 18 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.