Bearing Point Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bearing Point Capital’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 Q1	$760K	Sell	4,900 -1,800	-27%	-$296K	0.12%	107
2025 Q4	$1.13M	Hold	6,700	–	–	0.18%	96
2025 Q3	$1.1M	Hold	6,700	–	–	0.19%	88
2025 Q2	$1.01M	Hold	6,700	–	–	0.19%	89
2025 Q1	$851K	Hold	6,700	–	–	0.18%	96
2024 Q4	$934K	Buy	+6,700	New	+$920K	0.19%	90

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bearing Point Capital's IUSG Position: Q1 2026 in Review

Bearing Point Capital reduced its iShares Core S&P US Growth ETF (IUSG) stake by 27% in Q1 2026, selling an estimated $296K and leaving 4,900 shares worth $760K. The position accounts for 0.12% of the portfolio, ranked #107.

Bearing Point Capital first reported a position in IUSG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Bearing Point Capital held 4,900 shares of iShares Core S&P US Growth ETF worth $760K as of Q1 2026.
Bearing Point Capital sold 1,800 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $296K.
iShares Core S&P US Growth ETF made up 0.12% of Bearing Point Capital's portfolio in Q1 2026, its #107 holding.
Bearing Point Capital first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 6 quarters since.
Bearing Point Capital's iShares Core S&P US Growth ETF position peaked at $1.13M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.