Bessemer Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bessemer Group’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	$1.48M	Buy	7,876 +3,516	+81%	+$635K	﹤0.01%	919
2026 Q1	$676K	Hold	4,360	–	–	﹤0.01%	1049
2025 Q4	$732K	Buy	4,360 +3,060	+235%	+$510K	﹤0.01%	1038
2025 Q3	$214K	Buy	+1,300	New	+$204K	﹤0.01%	1104
2025 Q2	–	Sell	-44	Closed	-$6K	–	2523
2025 Q1	$6K	Buy	+44	New	+$6.08K	﹤0.01%	1956
2020 Q2	–	Sell	-14,087	Closed	-$804K	–	1747
2020 Q1	$804K	Hold	14,087	–	–	﹤0.01%	659
2019 Q4	$953K	Hold	14,087	–	–	﹤0.01%	752
2019 Q3	$886K	Buy	+14,087	New	+$891K	﹤0.01%	715
2019 Q1	–	Sell	-153	Closed	-$8K	–	1864
2018 Q4	$8K	Sell	153 -207,311	-100%	-$11.8M	﹤0.01%	1687
2018 Q3	$12.9M	Sell	207,464 -700	-0.3%	-$42.3K	0.05%	185
2018 Q2	$11.9M	Buy	+208,164	New	+$11.8M	0.05%	185

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bessemer Group's IUSG Position: Q2 2026 in Review

Bessemer Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 81% in Q2 2026, buying an estimated $635K and bringing the position to 7,876 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Bessemer Group first reported a position in IUSG in Q2 2018 and has held it in 11 quarters since. The position peaked at $12.9M in Q3 2018. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bessemer Group held 7,876 shares of iShares Core S&P US Growth ETF worth $1.48M as of Q2 2026.
Bessemer Group bought 3,516 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $635K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #919 holding.
Bessemer Group first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and has held it in 11 quarters since.
Bessemer Group's iShares Core S&P US Growth ETF position peaked at $12.9M in Q3 2018.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.