BOK Financial Private Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

BOK Financial Private Wealth’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	$192K	Sell	1,241 -515	-29%	-$84.8K	0.01%	176
2025 Q4	$295K	Hold	1,756	–	–	0.02%	162
2025 Q3	$289K	Hold	1,756	–	–	0.02%	152
2025 Q2	$264K	Sell	1,756 -88	-5%	-$11.9K	0.02%	155
2025 Q1	$234K	Hold	1,844	–	–	0.02%	159
2024 Q4	$257K	Hold	1,844	–	–	0.02%	159
2024 Q3	$243K	Hold	1,844	–	–	0.02%	162
2024 Q2	$235K	Hold	1,844	–	–	0.02%	164
2024 Q1	$216K	Hold	1,844	–	–	0.02%	167
2023 Q4	$192K	Hold	1,844	–	–	0.02%	167
2023 Q3	$176K	Hold	1,844	–	–	0.02%	161
2023 Q2	$180K	Hold	1,844	–	–	0.01%	160
2023 Q1	$164K	Hold	1,844	–	–	0.01%	166
2022 Q4	$150K	Sell	1,844 -276	-13%	-$23.1K	0.01%	172
2022 Q3	$170K	Buy	+2,120	New	+$191K	0.02%	179

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 $377B AUM 19.32% 1-Year Est. Return

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

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 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

BOK Financial Private Wealth's IUSG Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 29% in Q1 2026, selling an estimated $84.8K and leaving 1,241 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #176.

BOK Financial Private Wealth first reported a position in IUSG in Q3 2022 and has held it in 15 quarters since. The position peaked at $295K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

BOK Financial Private Wealth held 1,241 shares of iShares Core S&P US Growth ETF worth $192K as of Q1 2026.
BOK Financial Private Wealth sold 515 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $84.8K.
iShares Core S&P US Growth ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #176 holding.
BOK Financial Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 15 quarters since.
BOK Financial Private Wealth's iShares Core S&P US Growth ETF position peaked at $295K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.