Belvedere Trading
IUSG icon

Belvedere Trading’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Belvedere Trading’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 		$372K Buy
2,400
+2,300
+2,300% +$379K ﹤0.01% 290
2025
Q4 		$16.8K Buy
+100
New +$16.7K ﹤0.01% 743
2024
Q4 		– Sell
-3,000
Closed -$396K – 942
2024
Q3 		$396K Sell
3,000
-200
-6% -$25.4K ﹤0.01% 219
2024
Q2 		$408K Buy
+3,200
New +$382K ﹤0.01% 217

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Belvedere Trading's IUSG Position: Q1 2026 in Review

Belvedere Trading increased its iShares Core S&P US Growth ETF (IUSG) stake by 62% in Q1 2026, buying an estimated $126K and bringing the position to 1,990 shares worth $309K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Belvedere Trading first reported a position in IUSG in Q4 2025 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Belvedere Trading held 1,990 shares of iShares Core S&P US Growth ETF worth $309K as of Q1 2026.
  • Belvedere Trading bought 764 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $126K.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q1 2026, its #324 holding.
  • Belvedere Trading first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.