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Blue Trust Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Blue Trust Inc’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 		$355M Buy
1,888,418
+20,997
+1% +$3.79M 3.72% 12
2026
Q1 		$290M Sell
1,867,421
-3,221
-0.2% -$530K 3.31% 12
2025
Q4 		$314M Sell
1,870,642
-45,358
-2% -$7.57M 3.55% 11
2025
Q3 		$315M Sell
1,916,000
-59,369
-3% -$9.32M 3.54% 11
2025
Q2 		$297M Buy
1,975,369
+90,129
+5% +$12.2M 3.5% 11
2025
Q1 		$240M Sell
1,885,240
-48,288
-2% -$6.68M 3.07% 12
2024
Q4 		$269M Buy
1,933,528
+474,923
+33% +$65.2M 3.45% 11
2024
Q3 		$186M Buy
1,458,605
+1,113
+0.1% +$142K 2.43% 14
2024
Q2 		$171M Sell
1,457,492
-5,529
-0.4% -$660K 2.34% 15
2024
Q1 		$171M Buy
1,463,021
+11,343
+0.8% +$1.26M 2.42% 15
2023
Q4 		$138M Sell
1,451,678
-16,620
-1% -$1.64M 2.21% 17
2023
Q3 		$143M Sell
1,468,298
-22,999
-2% -$2.26M 2.19% 17
2023
Q2 		$132M Sell
1,491,297
-14,737
-1% -$1.35M 2.1% 19
2023
Q1 		$123M Buy
1,506,034
+58,279
+4% +$4.96M 2.01% 19
2022
Q4 		$116M Buy
1,447,755
+25,357
+2% +$2.12M 2.08% 17
2022
Q3 		$119M Sell
1,422,398
-50,615
-3% -$4.56M 2.09% 20
2022
Q2 		$156M Buy
+1,473,013
New +$135M 2.42% 16

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Blue Trust Inc's IUSG Position: Q2 2026 in Review

Blue Trust Inc increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q2 2026, buying an estimated $3.79M and bringing the position to 1,888,418 shares worth $355M. The position accounts for 3.72% of the portfolio, ranked #12.

Blue Trust Inc first reported a position in IUSG in Q2 2022 and has held it in 17 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Blue Trust Inc held 1,888,418 shares of iShares Core S&P US Growth ETF worth $355M as of Q2 2026.
  • Blue Trust Inc bought 20,997 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.79M.
  • iShares Core S&P US Growth ETF made up 3.72% of Blue Trust Inc's portfolio in Q2 2026, its #12 holding.
  • Blue Trust Inc first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.