Burns Matteson Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Burns Matteson Capital Management’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	$1.3M	Sell	6,932 -410	-6%	-$74.1K	0.41%	32
2026 Q1	$1.14M	Sell	7,342 -126	-2%	-$20.7K	0.42%	33
2025 Q4	$1.25M	Sell	7,468 -167	-2%	-$27.9K	0.44%	37
2025 Q3	$1.26M	Sell	7,635 -221	-3%	-$34.7K	0.5%	37
2025 Q2	$1.18M	Sell	7,856 -84	-1%	-$11.4K	0.57%	32
2025 Q1	$1.01M	Sell	7,940 -119	-1%	-$16.5K	0.54%	37
2024 Q4	$1.12M	Sell	8,059 -161	-2%	-$22.1K	0.63%	34
2024 Q3	$1.08M	Hold	8,220	–	–	0.61%	33
2024 Q2	$1.05M	Sell	8,220 -515	-6%	-$61.4K	0.66%	29
2024 Q1	$1.02M	Sell	8,735 -409	-4%	-$45.5K	0.66%	32
2023 Q4	$952K	Sell	9,144 -321	-3%	-$31.6K	0.67%	28
2023 Q3	$898K	Sell	9,465 -53	-0.6%	-$5.2K	0.57%	32
2023 Q2	$929K	Hold	9,518	–	–	0.57%	31
2023 Q1	$845K	Buy	9,518 +6,078	+177%	+$518K	0.54%	30
2022 Q4	$280K	Buy	+3,440	New	+$287K	0.19%	119

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

Burns Matteson Capital Management's IUSG Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 5.6% in Q2 2026, selling an estimated $74.1K and leaving 6,932 shares worth $1.3M. The position accounts for 0.41% of the portfolio, ranked #32.

Burns Matteson Capital Management first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Burns Matteson Capital Management held 6,932 shares of iShares Core S&P US Growth ETF worth $1.3M as of Q2 2026.
Burns Matteson Capital Management sold 410 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $74.1K.
iShares Core S&P US Growth ETF made up 0.41% of Burns Matteson Capital Management's portfolio in Q2 2026, its #32 holding.
Burns Matteson Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.