Caldwell Sutter Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Caldwell Sutter Capital’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	–	Sell	-38	Closed	-$5.89K	–	940
2026 Q1	$5.89K	Hold	38	–	–	﹤0.01%	618
2025 Q4	$6.38K	Hold	38	–	–	﹤0.01%	605
2025 Q3	$6.25K	Sell	38 -20	-34%	-$3.14K	﹤0.01%	606
2025 Q2	$8.72K	Hold	58	–	–	﹤0.01%	552
2025 Q1	$7.37K	Hold	58	–	–	﹤0.01%	577
2024 Q4	$8.08K	Hold	58	–	–	﹤0.01%	577
2024 Q3	$7.65K	Hold	58	–	–	﹤0.01%	588
2024 Q2	$7.39K	Sell	58 -60	-51%	-$7.16K	﹤0.01%	588
2024 Q1	$13.8K	Hold	118	–	–	0.01%	513
2023 Q4	$12.3K	Hold	118	–	–	0.01%	520
2023 Q3	$11.2K	Hold	118	–	–	0.01%	511
2023 Q2	$11.5K	Hold	118	–	–	0.01%	507
2023 Q1	$10.5K	Buy	+118	New	+$10K	0.01%	386

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

Caldwell Sutter Capital's IUSG Position: Q2 2026 in Review

Caldwell Sutter Capital sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 38 shares — an estimated $5.89K sold.

Caldwell Sutter Capital first reported a position in IUSG in Q1 2023 and held it in 13 quarters. The position peaked at $13.8K in Q1 2024. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Caldwell Sutter Capital reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
Caldwell Sutter Capital sold 38 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $5.89K.
Caldwell Sutter Capital first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and held it in 13 quarters.
Caldwell Sutter Capital's iShares Core S&P US Growth ETF position peaked at $13.8K in Q1 2024.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.