BEI
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Benjamin Edwards Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Benjamin Edwards Inc’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 		$155M Buy
825,427
+38,090
+5% +$6.88M 1.42% 6
2026
Q1 		$122M Buy
787,337
+75,155
+11% +$12.4M 1.21% 7
2025
Q4 		$120M Buy
712,182
+35,058
+5% +$5.85M 1.32% 6
2025
Q3 		$111M Buy
677,124
+21,728
+3% +$3.41M 1.26% 6
2025
Q2 		$98.6M Buy
655,396
+26,570
+4% +$3.6M 1.26% 6
2025
Q1 		$79.9M Buy
628,826
+8,155
+1% +$1.13M 1.12% 9
2024
Q4 		$86.5M Buy
620,671
+21,649
+4% +$2.97M 1.24% 6
2024
Q3 		$79M Buy
599,022
+593,144
+10,091% +$75.4M 1.15% 9
2024
Q2 		$749K Buy
5,878
+594
+11% +$70.9K 0.14% 159
2024
Q1 		$619K Sell
5,284
-296
-5% -$32.9K 0.12% 189
2023
Q4 		$581K Buy
5,580
+413
+8% +$40.7K 0.13% 188
2023
Q3 		$490K Buy
5,167
+2,042
+65% +$200K 0.12% 187
2023
Q2 		$305K Sell
3,125
-10
-0.3% -$917 0.07% 219
2023
Q1 		$278K Sell
3,135
-174
-5% -$14.8K 0.07% 230
2022
Q4 		$270K Sell
3,309
-341
-9% -$28.5K 0.07% 231
2022
Q3 		$293K Sell
3,650
-81
-2% -$7.29K 0.09% 207
2022
Q2 		$312K Sell
3,731
-71
-2% -$6.51K 0.09% 212
2022
Q1 		$402K Buy
3,802
+257
+7% +$26.7K 0.12% 192
2021
Q4 		$410K Buy
3,545
+138
+4% +$15.4K 0.13% 170
2021
Q3 		$349K Sell
3,407
-71
-2% -$7.5K 0.21% 136
2021
Q2 		$351K Sell
3,478
-18
-0.5% -$1.73K 0.24% 125
2021
Q1 		$317K Sell
3,496
-372
-10% -$33.5K 0.24% 122
2020
Q4 		$343K Buy
3,868
+273
+8% +$23K 0.27% 114
2020
Q3 		$288K Sell
3,595
-245
-6% -$19.2K 0.24% 114
2020
Q2 		$276K Buy
3,840
+1,040
+37% +$69.1K 0.23% 116
2020
Q1 		$160K Buy
2,800
+1,908
+214% +$126K 0.17% 125
2019
Q4 		$60K Buy
892
+20
+2% +$1.3K 0.12% 123
2019
Q3 		$55K Sell
872
-26
-3% -$1.64K 0.12% 130
2019
Q2 		$56K Buy
+898
New +$55.2K 0.14% 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

Benjamin Edwards Inc's IUSG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.8% in Q2 2026, buying an estimated $6.88M and bringing the position to 825,427 shares worth $155M. The position accounts for 1.42% of the portfolio, ranked #6.

Benjamin Edwards Inc first reported a position in IUSG in Q2 2019 and has held it in 29 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Benjamin Edwards Inc held 825,427 shares of iShares Core S&P US Growth ETF worth $155M as of Q2 2026.
  • Benjamin Edwards Inc bought 38,090 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $6.88M.
  • iShares Core S&P US Growth ETF made up 1.42% of Benjamin Edwards Inc's portfolio in Q2 2026, its #6 holding.
  • Benjamin Edwards Inc first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.