Bawa N Mallick Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bawa N Mallick Trust’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	$9.45M	Buy	50,254 +13,274	+36%	+$2.4M	3.06%	6
2026 Q1	$5.74M	Sell	36,980 -13,220	-26%	-$2.18M	2.35%	7
2025 Q4	$8.43M	Buy	50,200 +36	+0.1%	+$6K	3.13%	6
2025 Q3	$8.25M	Buy	50,164 +34	+0.1%	+$5.34K	3.12%	6
2025 Q2	$7.54M	Hold	50,130	–	–	3.11%	6
2025 Q1	$6.37M	Hold	50,130	–	–	3.02%	7
2024 Q4	$6.99M	Buy	+50,130	New	+$6.88M	3.07%	6

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

Bawa N Mallick Trust's IUSG Position: Q2 2026 in Review

Bawa N Mallick Trust increased its iShares Core S&P US Growth ETF (IUSG) stake by 36% in Q2 2026, buying an estimated $2.4M and bringing the position to 50,254 shares worth $9.45M. The position accounts for 3.06% of the portfolio, ranked #6.

Bawa N Mallick Trust first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 923 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bawa N Mallick Trust held 50,254 shares of iShares Core S&P US Growth ETF worth $9.45M as of Q2 2026.
Bawa N Mallick Trust bought 13,274 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.4M.
iShares Core S&P US Growth ETF made up 3.06% of Bawa N Mallick Trust's portfolio in Q2 2026, its #6 holding.
Bawa N Mallick Trust first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
923 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.