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

Capital Investment Advisors’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	$280K	Buy	1,488 +78	+6%	+$14.1K	﹤0.01%	664
2026 Q1	$219K	Buy	1,410 +4	+0.3%	+$658	﹤0.01%	691
2025 Q4	$236K	Sell	1,406 -91	-6%	-$15.2K	﹤0.01%	662
2025 Q3	$246K	Buy	1,497 +36	+2%	+$5.65K	﹤0.01%	645
2025 Q2	$220K	Buy	+1,461	New	+$198K	﹤0.01%	643
2025 Q1	–	Sell	-1,585	Closed	-$221K	–	693
2024 Q4	$221K	Buy	+1,585	New	+$218K	﹤0.01%	586

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 22.9% 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 $104B AUM 28.3% 1-Year Est. Return

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

Capital Investment Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.5% in Q2 2026, buying an estimated $14.1K and bringing the position to 1,488 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Capital Investment Advisors first reported a position in IUSG in Q4 2024 and has held it in 6 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Capital Investment Advisors held 1,488 shares of iShares Core S&P US Growth ETF worth $280K as of Q2 2026.
Capital Investment Advisors bought 78 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $14.1K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #664 holding.
Capital Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 6 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.