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 Q2	$233K	Hold	1,241	–	–	0.01%	170
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 $1.55T 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 22.9% 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 $104B AUM 28.3% 1-Year Est. Return

BOK Financial Private Wealth's IUSG Position: Q2 2026 in Review

BOK Financial Private Wealth held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,241 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #170.

BOK Financial Private Wealth first reported a position in IUSG in Q3 2022 and has held it in 16 quarters since. The position peaked at $295K in Q4 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

BOK Financial Private Wealth held 1,241 shares of iShares Core S&P US Growth ETF worth $233K as of Q2 2026.
BOK Financial Private Wealth left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #170 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 16 quarters since.
BOK Financial Private Wealth's iShares Core S&P US Growth ETF position peaked at $295K in Q4 2025.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.