Bellevue Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bellevue Asset 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 Q2	$155K	Buy	+822	New	+$148K	0.07%	96

Other funds holding IUSG

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Bellevue Asset Management's IUSG Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 822 shares worth $155K. The stake represents 0.07% of the portfolio and ranks #96 among its holdings.

504 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bellevue Asset Management held 822 shares of iShares Core S&P US Growth ETF worth $155K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Bellevue Asset Management position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.07% of Bellevue Asset Management's portfolio in Q2 2026, its #96 holding.
504 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.