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IUSG icon

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

BOK Financial’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 		$101K Sell
535
-400
-43% -$72.3K ﹤0.01% 752
2026
Q1 		$145K Buy
935
+400
+75% +$65.8K ﹤0.01% 717
2025
Q4 		$89.8K Hold
535
– – ﹤0.01% 775
2025
Q3 		$88K Hold
535
– – ﹤0.01% 777
2025
Q2 		$80.5K Hold
535
– – ﹤0.01% 779
2025
Q1 		$68K Hold
535
– – ﹤0.01% 796
2024
Q4 		$74.1K Hold
535
– – ﹤0.01% 775
2024
Q3 		$69.7K Hold
535
– – ﹤0.01% 784
2024
Q2 		$68.2K Hold
535
– – ﹤0.01% 837
2024
Q1 		$62.8K Hold
535
– – ﹤0.01% 824
2023
Q4 		$55.7K Hold
535
– – ﹤0.01% 794
2023
Q3 		$49.4K Hold
535
– – ﹤0.01% 767
2023
Q2 		$52.2K Hold
535
– – ﹤0.01% 787
2023
Q1 		$47.5K Sell
535
-3,795
-88% -$323K ﹤0.01% 849
2022
Q4 		$353K Buy
4,330
+432
+11% +$36.1K 0.01% 736
2022
Q3 		$313K Sell
3,898
-713
-15% -$64.2K 0.01% 750
2022
Q2 		$386K Buy
4,611
+635
+16% +$58.2K 0.01% 722
2022
Q1 		$420K Buy
3,976
+27
+0.7% +$2.81K 0.01% 762
2021
Q4 		$457K Buy
3,949
+749
+23% +$83.5K 0.01% 736
2021
Q3 		$328K Buy
+3,200
New +$338K 0.01% 793
2021
Q1 		$863K Hold
9,510
– – 0.02% 584
2020
Q4 		$843K Hold
9,510
– – 0.02% 558
2020
Q3 		$761K Hold
9,510
– – 0.02% 523
2020
Q2 		$684K Sell
9,510
-1,410
-13% -$93.7K 0.02% 538
2020
Q1 		$623K Buy
10,920
+5,945
+119% +$391K 0.02% 527
2019
Q4 		$336K Buy
4,975
+531
+12% +$34.4K 0.01% 775
2019
Q3 		$279K Buy
4,444
+1,244
+39% +$78.7K 0.01% 797
2019
Q2 		$201K Buy
+3,200
New +$197K ﹤0.01% 861

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

BOK Financial's IUSG Position: Q2 2026 in Review

BOK Financial reduced its iShares Core S&P US Growth ETF (IUSG) stake by 43% in Q2 2026, selling an estimated $72.3K and leaving 535 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

BOK Financial first reported a position in IUSG in Q2 2019 and has held it in 28 quarters since. The position peaked at $863K in Q1 2021. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • BOK Financial held 535 shares of iShares Core S&P US Growth ETF worth $101K as of Q2 2026.
  • BOK Financial sold 400 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $72.3K.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #752 holding.
  • BOK Financial first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • BOK Financial's iShares Core S&P US Growth ETF position peaked at $863K in Q1 2021.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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