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

Bleakley Financial 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	$50.3M	Buy	267,472 +1,739	+0.7%	+$314K	0.64%	37
2026 Q1	$41.2M	Buy	265,733 +37,014	+16%	+$6.09M	0.64%	34
2025 Q4	$38.4M	Buy	228,719 +218,138	+2,062%	+$36.4M	0.67%	38
2025 Q3	$1.74M	Buy	10,581 +169	+2%	+$26.5K	0.04%	317
2025 Q2	$1.57M	Sell	10,412 -67	-0.6%	-$9.08K	0.04%	313
2025 Q1	$1.33M	Buy	10,479 +68	+0.7%	+$9.4K	0.04%	297
2024 Q4	$1.45M	Buy	10,411 +6,178	+146%	+$848K	0.04%	321
2024 Q3	$558K	Hold	4,233	–	–	0.02%	569
2024 Q2	$540K	Buy	4,233 +2,368	+127%	+$282K	0.02%	590
2024 Q1	$219K	Buy	+1,865	New	+$207K	0.01%	863

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 22.96% 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 $1.81T 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 $103B AUM 28.65% 1-Year Est. Return

Bleakley Financial Group's IUSG Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.65% in Q2 2026, buying an estimated $314K and bringing the position to 267,472 shares worth $50.3M. The position accounts for 0.64% of the portfolio, ranked #37.

Bleakley Financial Group first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bleakley Financial Group held 267,472 shares of iShares Core S&P US Growth ETF worth $50.3M as of Q2 2026.
Bleakley Financial Group bought 1,739 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $314K.
iShares Core S&P US Growth ETF made up 0.64% of Bleakley Financial Group's portfolio in Q2 2026, its #37 holding.
Bleakley Financial Group first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.