Bay Colony Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bay Colony 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	$229K	Buy	+1,218	New	+$220K	0.03%	438
2026 Q1	–	Sell	-1,461	Closed	-$245K	–	514
2025 Q4	$245K	Buy	1,461 +1	+0.1%	+$167	0.03%	433
2025 Q3	$240K	Buy	+1,460	New	+$229K	0.03%	440
2022 Q2	–	Sell	-2,597	Closed	-$274K	–	365
2022 Q1	$274K	Buy	2,597 +193	+8%	+$20.1K	0.07%	283
2021 Q4	$278K	Buy	2,404 +2	+0.1%	+$223	0.08%	276
2021 Q3	$246K	Buy	2,402 +2	+0.1%	+$211	0.08%	290
2021 Q2	$242K	Sell	2,400 -30	-1%	-$2.89K	0.08%	296
2021 Q1	$221K	Buy	2,430 +8	+0.3%	+$721	0.08%	288
2020 Q4	$215K	Buy	+2,422	New	+$204K	0.11%	260
2018 Q3	–	Sell	-356	Closed	-$20K	–	547
2018 Q2	$20K	Buy	+356	New	+$20.1K	0.01%	525

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

Bay Colony Advisors's IUSG Position: Q2 2026 in Review

Bay Colony Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,218 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #438 among its holdings. This is a return to the name: Bay Colony Advisors previously reported a position in IUSG as recently as Q4 2025.

Bay Colony Advisors first reported a position in IUSG in Q2 2018 and has held it in 10 quarters since. The position peaked at $278K in Q4 2021. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bay Colony Advisors held 1,218 shares of iShares Core S&P US Growth ETF worth $229K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Bay Colony Advisors position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of Bay Colony Advisors's portfolio in Q2 2026, its #438 holding.
Bay Colony Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and has held it in 10 quarters since.
Bay Colony Advisors's iShares Core S&P US Growth ETF position peaked at $278K in Q4 2021.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.