Capital Advisors Ltd’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Capital Advisors Ltd’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	$21K	Hold	112	–	–	﹤0.01%	679
2026 Q1	$17K	Hold	112	–	–	﹤0.01%	707
2025 Q4	$19K	Hold	112	–	–	﹤0.01%	666
2025 Q3	$18K	Hold	112	–	–	﹤0.01%	670
2025 Q2	$17K	Hold	112	–	–	﹤0.01%	673
2025 Q1	$14K	Hold	112	–	–	﹤0.01%	695
2024 Q4	$16K	Hold	112	–	–	﹤0.01%	663
2024 Q3	$15K	Hold	112	–	–	﹤0.01%	677
2024 Q2	$14K	Hold	112	–	–	﹤0.01%	673
2024 Q1	$13K	Hold	112	–	–	﹤0.01%	664
2023 Q4	$12K	Hold	112	–	–	﹤0.01%	663
2023 Q3	$11K	Hold	112	–	–	﹤0.01%	665
2023 Q2	$11K	Hold	112	–	–	﹤0.01%	678
2023 Q1	$10K	Hold	112	–	–	﹤0.01%	560
2022 Q4	$9K	Hold	112	–	–	﹤0.01%	574
2022 Q3	$9K	Hold	112	–	–	﹤0.01%	550
2022 Q2	$9K	Buy	+112	New	+$10.3K	﹤0.01%	519

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

Capital Advisors Ltd's IUSG Position: Q2 2026 in Review

Capital Advisors Ltd held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 112 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Capital Advisors Ltd first reported a position in IUSG in Q2 2022 and has held it in 17 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Capital Advisors Ltd held 112 shares of iShares Core S&P US Growth ETF worth $21K as of Q2 2026.
Capital Advisors Ltd 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 Capital Advisors Ltd's portfolio in Q2 2026, its #679 holding.
Capital Advisors Ltd first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 17 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.