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Biondo Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Biondo Investment Advisors’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 		$2.17M Buy
13,976
+7,798
+126% +$1.28M 0.28% 54
2025
Q4 		$1.04M Buy
6,178
+30
+0.5% +$5K 0.13% 69
2025
Q3 		$1.01M Buy
6,148
+15
+0.2% +$2.36K 0.13% 71
2025
Q2 		$922K Sell
6,133
-104
-2% -$14.1K 0.12% 68
2025
Q1 		$793K Sell
6,237
-445
-7% -$61.5K 0.11% 67
2024
Q4 		$931K Buy
6,682
+570
+9% +$78.2K 0.13% 65
2024
Q3 		$806K Buy
6,112
+211
+4% +$26.8K 0.11% 67
2024
Q2 		$752K Sell
5,901
-35
-0.6% -$4.17K 0.11% 66
2024
Q1 		$696K Buy
5,936
+215
+4% +$23.9K 0.11% 66
2023
Q4 		$596K Buy
5,721
+91
+2% +$8.96K 0.1% 67
2023
Q3 		$534K Buy
5,630
+215
+4% +$21.1K 0.1% 68
2023
Q2 		$529K Buy
5,415
+655
+14% +$60.1K 0.1% 67
2023
Q1 		$423K Buy
4,760
+426
+10% +$36.3K 0.09% 66
2022
Q4 		$353K Buy
4,334
+90
+2% +$7.52K 0.08% 66
2022
Q3 		$340K Buy
4,244
+476
+13% +$42.9K 0.08% 68
2022
Q2 		$315K Buy
3,768
+495
+15% +$45.4K 0.07% 70
2022
Q1 		$346K Buy
3,273
+271
+9% +$28.2K 0.06% 74
2021
Q4 		$347K Buy
3,002
+315
+12% +$35.1K 0.06% 76
2021
Q3 		$275K Sell
2,687
-80
-3% -$8.45K 0.05% 79
2021
Q2 		$279K Buy
2,767
+50
+2% +$4.82K 0.05% 78
2021
Q1 		$247K Buy
2,717
+111
+4% +$10K 0.05% 76
2020
Q4 		$231K Sell
2,606
-145
-5% -$12.2K 0.04% 80
2020
Q3 		$220K Buy
+2,751
New +$216K 0.05% 77

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

Biondo Investment Advisors's IUSG Position: Q1 2026 in Review

Biondo Investment Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 126% in Q1 2026, buying an estimated $1.28M and bringing the position to 13,976 shares worth $2.17M. The position accounts for 0.28% of the portfolio, ranked #54.

Biondo Investment Advisors first reported a position in IUSG in Q3 2020 and has held it in 23 quarters since. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Biondo Investment Advisors held 13,976 shares of iShares Core S&P US Growth ETF worth $2.17M as of Q1 2026.
  • Biondo Investment Advisors bought 7,798 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.28M.
  • iShares Core S&P US Growth ETF made up 0.28% of Biondo Investment Advisors's portfolio in Q1 2026, its #54 holding.
  • Biondo Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Biondo Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.