Becker Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Becker Capital 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 Q1	$1.52M	Sell	9,807 -639	-6%	-$105K	0.04%	148
2025 Q4	$1.75M	Sell	10,446 -929	-8%	-$155K	0.05%	144
2025 Q3	$1.87M	Sell	11,375 -405	-3%	-$63.6K	0.05%	143
2025 Q2	$1.77M	Sell	11,780 -99	-0.8%	-$13.4K	0.06%	142
2025 Q1	$1.51M	Sell	11,879 -467	-4%	-$64.6K	0.05%	150
2024 Q4	$1.72M	Sell	12,346 -46	-0.4%	-$6.31K	0.06%	142
2024 Q3	$1.63M	Sell	12,392 -85	-0.7%	-$10.8K	0.05%	148
2024 Q2	$1.59M	Sell	12,477 -492	-4%	-$58.7K	0.05%	138
2024 Q1	$1.52M	Sell	12,969 -540	-4%	-$60.1K	0.05%	142
2023 Q4	$1.41M	Sell	13,509 -2,904	-18%	-$286K	0.05%	146
2023 Q3	$1.56M	Sell	16,413 -1,075	-6%	-$105K	0.06%	137
2023 Q2	$1.71M	Buy	17,488 +186	+1%	+$17.1K	0.06%	137
2023 Q1	$1.54M	Buy	+17,302	New	+$1.47M	0.06%	138

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 $8.74B AUM 14.62% 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

Becker Capital Management's IUSG Position: Q1 2026 in Review

Becker Capital Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 6.1% in Q1 2026, selling an estimated $105K and leaving 9,807 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #148.

Becker Capital Management first reported a position in IUSG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.87M in Q3 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Becker Capital Management held 9,807 shares of iShares Core S&P US Growth ETF worth $1.52M as of Q1 2026.
Becker Capital Management sold 639 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $105K.
iShares Core S&P US Growth ETF made up 0.04% of Becker Capital Management's portfolio in Q1 2026, its #148 holding.
Becker Capital Management first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 13 quarters since.
Becker Capital Management's iShares Core S&P US Growth ETF position peaked at $1.87M in Q3 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.