Calton & Associates’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Calton & Associates’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	$1M	Sell	5,327 -81	-1%	-$14.6K	0.15%	129
2026 Q1	$839K	Sell	5,408 -4	-0.1%	-$658	0.12%	160
2025 Q4	$909K	Buy	5,412 +647	+14%	+$108K	0.13%	146
2025 Q3	$784K	Sell	4,765 -1,176	-20%	-$185K	0.12%	166
2025 Q2	$894K	Buy	5,941 +101	+2%	+$13.7K	0.15%	128
2025 Q1	$742K	Buy	+5,840	New	+$808K	0.17%	117
2022 Q2	–	Sell	-2,615	Closed	-$276K	–	300
2022 Q1	$276K	Sell	2,615 -2,753	-51%	-$286K	0.08%	268
2021 Q4	$620K	Sell	5,368 -28,026	-84%	-$3.12M	0.17%	152
2021 Q3	$3.42M	Sell	33,394 -26,124	-44%	-$2.76M	0.75%	26
2021 Q2	$6.01M	Buy	59,518 +1,199	+2%	+$116K	1.14%	15
2021 Q1	$5.29M	Buy	58,319 +3,374	+6%	+$304K	1.03%	16
2020 Q4	$4.87M	Buy	54,945 +27,155	+98%	+$2.28M	0.87%	18
2020 Q3	$2.22M	Buy	27,790 +1,812	+7%	+$142K	0.46%	46
2020 Q2	$1.87M	Buy	25,978 +3,731	+17%	+$248K	0.41%	51
2020 Q1	$1.27M	Buy	+22,247	New	+$1.46M	0.31%	60

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

Calton & Associates's IUSG Position: Q2 2026 in Review

Calton & Associates reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.5% in Q2 2026, selling an estimated $14.6K and leaving 5,327 shares worth $1M. The position accounts for 0.15% of the portfolio, ranked #129.

Calton & Associates first reported a position in IUSG in Q1 2020 and has held it in 15 quarters since. The position peaked at $6.01M in Q2 2021. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Calton & Associates held 5,327 shares of iShares Core S&P US Growth ETF worth $1M as of Q2 2026.
Calton & Associates sold 81 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $14.6K.
iShares Core S&P US Growth ETF made up 0.15% of Calton & Associates's portfolio in Q2 2026, its #129 holding.
Calton & Associates first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 15 quarters since.
Calton & Associates's iShares Core S&P US Growth ETF position peaked at $6.01M in Q2 2021.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.