Capital Analysts LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $387K | Buy |
2,054
+80
| +4% | +$14.5K | 0.01% | 544 |
|
|
2026
Q1 | $306K | Sell |
1,974
-46
| -2% | -$7.57K | 0.01% | 559 |
|
|
2025
Q4 | $339K | Buy |
2,020
+863
| +75% | +$144K | 0.01% | 499 |
|
|
2025
Q3 | $190K | Sell |
1,157
-122
| -10% | -$19.2K | 0.01% | 606 |
|
|
2025
Q2 | $192K | Hold |
1,279
| – | – | 0.01% | 553 |
|
|
2025
Q1 | $163K | Hold |
1,279
| – | – | 0.01% | 557 |
|
|
2024
Q4 | $178K | Sell |
1,279
-15
| -1% | -$2.06K | 0.01% | 512 |
|
|
2024
Q3 | $171K | Hold |
1,294
| – | – | 0.01% | 497 |
|
|
2024
Q2 | $165K | Sell |
1,294
-483
| -27% | -$57.6K | 0.01% | 487 |
|
|
2024
Q1 | $208K | Sell |
1,777
-3,134
| -64% | -$349K | 0.01% | 434 |
|
|
2023
Q4 | $511K | Buy |
4,911
+586
| +14% | +$57.7K | 0.03% | 308 |
|
|
2023
Q3 | $410K | Buy |
4,325
+74
| +2% | +$7.26K | 0.02% | 322 |
|
|
2023
Q2 | $415K | Sell |
4,251
-350
| -8% | -$32.1K | 0.02% | 315 |
|
|
2023
Q1 | $408K | Sell |
4,601
-34,975
| -88% | -$2.98M | 0.02% | 313 |
|
|
2022
Q4 | $3.23M | Buy |
39,576
+6,349
| +19% | +$531K | 0.2% | 104 |
|
|
2022
Q3 | $2.66M | Buy |
33,227
+2,288
| +7% | +$206K | 0.18% | 109 |
|
|
2022
Q2 | $2.59M | Buy |
30,939
+292
| +1% | +$26.8K | 0.18% | 118 |
|
|
2022
Q1 | $3.24M | Buy |
30,647
+1,493
| +5% | +$155K | 0.21% | 107 |
|
|
2021
Q4 | $3.37M | Buy |
29,154
+1,196
| +4% | +$133K | 0.2% | 100 |
|
|
2021
Q3 | $2.86M | Buy |
27,958
+5,158
| +23% | +$545K | 0.19% | 110 |
|
|
2021
Q2 | $2.3M | Buy |
22,800
+7,754
| +52% | +$747K | 0.15% | 132 |
|
|
2021
Q1 | $1.37M | Buy |
15,046
+5,225
| +53% | +$471K | 0.09% | 180 |
|
|
2020
Q4 | $871K | Buy |
9,821
+7,034
| +252% | +$592K | 0.08% | 166 |
|
|
2020
Q3 | $223K | Hold |
2,787
| – | – | 0.02% | 240 |
|
|
2020
Q2 | $200K | Hold |
2,787
| – | – | 0.02% | 222 |
|
|
2020
Q1 | $159K | Sell |
2,787
-141
| -5% | -$9.28K | 0.02% | 219 |
|
|
2019
Q4 | $198K | Sell |
2,928
-862
| -23% | -$55.8K | 0.02% | 236 |
|
|
2019
Q3 | $238K | Hold |
3,790
| – | – | 0.03% | 215 |
|
|
2019
Q2 | $238K | Hold |
3,790
| – | – | 0.03% | 213 |
|
|
2019
Q1 | $228K | Hold |
3,790
| – | – | 0.03% | 208 |
|
|
2018
Q4 | $200K | Hold |
3,790
| – | – | 0.03% | 199 |
|
|
2018
Q3 | $235K | Hold |
3,790
| – | – | 0.03% | 185 |
|
|
2018
Q2 | $217K | Hold |
3,790
| – | – | 0.03% | 192 |
|
|
2018
Q1 | $207K | Hold |
3,790
| – | – | 0.03% | 183 |
|
|
2017
Q4 | $204K | Hold |
3,790
| – | – | 0.03% | 188 |
|
|
2017
Q3 | $191K | Hold |
3,790
| – | – | 0.03% | 194 |
|
|
2017
Q2 | $183K | Hold |
3,790
| – | – | 0.03% | 201 |
|
|
2017
Q1 | $176K | Hold |
3,790
| – | – | 0.03% | 185 |
|
|
2016
Q4 | $163K | Buy |
+3,790
| New | +$161K | 0.03% | 191 |
|
Other funds holding IUSG
MFG
BTI
Capital Analysts LLC's IUSG Position: Q2 2026 in Review
Capital Analysts LLC increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.1% in Q2 2026, buying an estimated $14.5K and bringing the position to 2,054 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #544.
Capital Analysts LLC first reported a position in IUSG in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.37M in Q4 2021. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.
- Capital Analysts LLC held 2,054 shares of iShares Core S&P US Growth ETF worth $387K as of Q2 2026.
- Capital Analysts LLC bought 80 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $14.5K.
- iShares Core S&P US Growth ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #544 holding.
- Capital Analysts LLC first reported a position in iShares Core S&P US Growth ETF in Q4 2016 and has held it in 39 quarters since.
- Capital Analysts LLC's iShares Core S&P US Growth ETF position peaked at $3.37M in Q4 2021.
- 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.