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IUSG icon

Caprock Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Caprock Group’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 		$3.88M Hold
20,633
– – 0.07% 221
2026
Q1 		$3.2M Buy
20,633
+2,892
+16% +$476K 0.08% 220
2025
Q4 		$2.98M Buy
17,741
+297
+2% +$49.5K 0.06% 269
2025
Q3 		$2.74M Buy
+17,444
New +$2.74M 0.07% 266
2025
Q1 		$2.77M Buy
21,768
+4,301
+25% +$595K 0.08% 210
2024
Q4 		$2.43M Buy
17,467
+1
+0% +$137 0.08% 223
2024
Q3 		$2.3M Buy
17,466
+110
+0.6% +$14K 0.08% 210
2024
Q2 		$2.21M Buy
17,356
+1
+0% +$119 0.09% 183
2024
Q1 		$2.03M Hold
17,355
– – 0.12% 130
2023
Q4 		$1.81M Buy
17,355
+2
+0% +$197 0.12% 147
2023
Q3 		$1.65M Buy
17,353
+25
+0.1% +$2.45K 0.13% 128
2023
Q2 		$1.69M Buy
17,328
+775
+5% +$71.1K 0.12% 127
2023
Q1 		$1.47M Buy
16,553
+4,743
+40% +$404K 0.11% 142
2022
Q4 		$963K Buy
11,810
+4,462
+61% +$373K 0.09% 177
2022
Q3 		$589K Buy
7,348
+4,075
+125% +$367K 0.06% 247
2022
Q2 		$274K Buy
+3,273
New +$300K 0.03% 410
2017
Q2 		– Sell
-4,855
Closed -$225K – 448
2017
Q1 		$225K Sell
4,855
-795
-14% -$36K 0.05% 306
2016
Q4 		$243K Buy
+5,650
New +$240K 0.06% 269

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Caprock Group's IUSG Position: Q2 2026 in Review

Caprock Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 20,633 shares worth $3.88M. The position accounts for 0.07% of the portfolio, ranked #221.

Caprock Group first reported a position in IUSG in Q4 2016 and has held it in 18 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Caprock Group held 20,633 shares of iShares Core S&P US Growth ETF worth $3.88M as of Q2 2026.
  • Caprock Group left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.07% of Caprock Group's portfolio in Q2 2026, its #221 holding.
  • Caprock Group first reported a position in iShares Core S&P US Growth ETF in Q4 2016 and has held it in 18 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.