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Beacon Pointe Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Beacon Pointe 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 		$10.7M Buy
56,955
+4,147
+8% +$749K 0.05% 324
2026
Q1 		$8.19M Buy
52,808
+22,189
+72% +$3.65M 0.04% 363
2025
Q4 		$5.14M Buy
30,619
+11,562
+61% +$1.93M 0.04% 377
2025
Q3 		$3.14M Sell
19,057
-1,967
-9% -$309K 0.03% 451
2025
Q2 		$3.16M Buy
21,024
+1,634
+8% +$222K 0.03% 395
2025
Q1 		$2.46M Buy
19,390
+1,454
+8% +$201K 0.03% 423
2024
Q4 		$2.5M Sell
17,936
-876
-5% -$120K 0.03% 412
2024
Q3 		$2.48M Sell
18,812
-538
-3% -$68.4K 0.03% 422
2024
Q2 		$2.47M Buy
19,350
+106
+0.6% +$12.6K 0.03% 436
2024
Q1 		$2.26M Buy
19,244
+276
+1% +$30.7K 0.03% 468
2023
Q4 		$1.97M Sell
18,968
-25,147
-57% -$2.48M 0.02% 489
2023
Q3 		$4.18M Buy
44,115
+25,074
+132% +$2.46M 0.05% 309
2023
Q2 		$1.86M Buy
19,041
+2,589
+16% +$237K 0.03% 392
2023
Q1 		$1.46M Buy
16,452
+4,263
+35% +$363K 0.02% 463
2022
Q4 		$994K Sell
12,189
-485
-4% -$40.5K 0.02% 505
2022
Q3 		$1.02M Buy
12,674
+2,524
+25% +$227K 0.02% 459
2022
Q2 		$848K Sell
10,150
-8,187
-45% -$751K 0.02% 509
2022
Q1 		$1.94M Buy
18,337
+6,271
+52% +$651K 0.03% 457
2021
Q4 		$1.4M Sell
12,066
-1,251
-9% -$139K 0.04% 319
2021
Q3 		$1.36M Sell
13,317
-1,044
-7% -$110K 0.03% 353
2021
Q2 		$1.45M Sell
14,361
-453
-3% -$43.6K 0.05% 274
2021
Q1 		$1.34M Sell
14,814
-1,823
-11% -$164K 0.08% 177
2020
Q4 		$1.48M Buy
16,637
+1,020
+7% +$85.8K 0.1% 155
2020
Q3 		$1.25M Sell
15,617
-1,103
-7% -$86.4K 0.12% 147
2020
Q2 		$1.2M Sell
16,720
-1,841
-10% -$122K 0.12% 144
2020
Q1 		$1.06M Buy
+18,561
New +$1.22M 0.17% 122

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Beacon Pointe Advisors's IUSG Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 7.9% in Q2 2026, buying an estimated $749K and bringing the position to 56,955 shares worth $10.7M. The position accounts for 0.05% of the portfolio, ranked #324.

Beacon Pointe Advisors first reported a position in IUSG in Q1 2020 and has held it in 26 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Beacon Pointe Advisors held 56,955 shares of iShares Core S&P US Growth ETF worth $10.7M as of Q2 2026.
  • Beacon Pointe Advisors bought 4,147 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $749K.
  • iShares Core S&P US Growth ETF made up 0.05% of Beacon Pointe Advisors's portfolio in Q2 2026, its #324 holding.
  • Beacon Pointe Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.