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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group's IUSG Position: Q1 2026 in Review

Bessemer Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 4,360 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Bessemer Group first reported a position in IUSG in Q2 2018 and has held it in 10 quarters since. The position peaked at $12.9M in Q3 2018. 864 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Bessemer Group held 4,360 shares of iShares Core S&P US Growth ETF worth $676K as of Q1 2026.
Bessemer Group left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1049 holding.
Bessemer Group first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and has held it in 10 quarters since.
Bessemer Group's iShares Core S&P US Growth ETF position peaked at $12.9M in Q3 2018.
864 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.