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 Q3	$1.46M	Sell	7,537 -339	-4%	-$64.2K	﹤0.01%	889
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	–	1745
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bessemer Group's IUSG Position: Q3 2026 in Review

Bessemer Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.3% in Q3 2026, selling an estimated $64.2K and leaving 7,537 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Bessemer Group first reported a position in IUSG in Q2 2018 and has held it in 12 quarters since. The position peaked at $12.9M in Q3 2018. 840 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Bessemer Group held 7,537 shares of iShares Core S&P US Growth ETF worth $1.46M as of Q3 2026.
Bessemer Group sold 339 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $64.2K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Bessemer Group's portfolio in Q3 2026, its #889 holding.
Bessemer Group first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and has held it in 12 quarters since.
Bessemer Group's iShares Core S&P US Growth ETF position peaked at $12.9M in Q3 2018.
840 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.