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Carret Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Carret Asset Management’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 		$235K Buy
+1,252
New +$226K 0.02% 284
2026
Q1 		– Sell
-1,252
Closed -$210K – 297
2025
Q4 		$210K Hold
1,252
– – 0.02% 285
2025
Q3 		$206K Buy
+1,252
New +$197K 0.02% 279

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

Carret Asset Management's IUSG Position: Q2 2026 in Review

Carret Asset Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,252 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings. This is a return to the name: Carret Asset Management previously reported a position in IUSG as recently as Q4 2025.

Carret Asset Management first reported a position in IUSG in Q3 2025 and has held it in 3 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Carret Asset Management held 1,252 shares of iShares Core S&P US Growth ETF worth $235K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Carret Asset Management position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.02% of Carret Asset Management's portfolio in Q2 2026, its #284 holding.
  • Carret Asset Management first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Carret Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.