Cerity Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cerity Partners’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	$2.34M	Buy	12,429 +397	+3%	+$71.7K	﹤0.01%	1505
2026 Q1	$1.87M	Buy	12,032 +26	+0.2%	+$4.28K	﹤0.01%	1525
2025 Q4	$2.02M	Buy	12,006 +4,020	+50%	+$671K	﹤0.01%	1369
2025 Q3	$1.31M	Buy	7,986 +687	+9%	+$108K	﹤0.01%	1477
2025 Q2	$1.1M	Sell	7,299 -975	-12%	-$132K	﹤0.01%	1477
2025 Q1	$1.05M	Buy	8,274 +1,570	+23%	+$217K	﹤0.01%	1400
2024 Q4	$933K	Sell	6,704 -2,310	-26%	-$317K	﹤0.01%	1453
2024 Q3	$1.19M	Buy	9,014 +5,006	+125%	+$637K	﹤0.01%	1319
2024 Q2	$511K	Sell	4,008 -259	-6%	-$30.9K	﹤0.01%	1534
2024 Q1	$500K	Sell	4,267 -1,151	-21%	-$128K	﹤0.01%	1596
2023 Q4	$564K	Buy	+5,418	New	+$534K	﹤0.01%	1221
2023 Q3	–	Sell	-4,806	Closed	-$469K	–	1549
2023 Q2	$469K	Sell	4,806 -26	-0.5%	-$2.38K	﹤0.01%	1209
2023 Q1	$429K	Sell	4,832 -183	-4%	-$15.6K	﹤0.01%	1362
2022 Q4	$409K	Buy	5,015 +1,460	+41%	+$122K	﹤0.01%	1030
2022 Q3	$285K	Sell	3,555 -20	-0.6%	-$1.8K	﹤0.01%	916
2022 Q2	$299K	Sell	3,575 -487	-12%	-$44.6K	﹤0.01%	909
2022 Q1	$429K	Buy	4,062 +463	+13%	+$48.1K	0.01%	625
2021 Q4	$416K	Buy	+3,599	New	+$401K	0.01%	648
2019 Q4	–	Sell	-5,516	Closed	-$347K	–	554
2019 Q3	$347K	Buy	5,516 +282	+5%	+$17.8K	0.02%	372
2019 Q2	$328K	Hold	5,234	–	–	0.02%	381
2019 Q1	$316K	Hold	5,234	–	–	0.02%	409
2018 Q4	$276K	Hold	5,234	–	–	0.02%	420
2018 Q3	$325K	Hold	5,234	–	–	0.02%	401
2018 Q2	$299K	Hold	5,234	–	–	0.02%	418
2018 Q1	$286K	Hold	5,234	–	–	0.02%	447
2017 Q4	$281K	Buy	+5,234	New	+$275K	0.02%	462

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

Cerity Partners's IUSG Position: Q2 2026 in Review

Cerity Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.3% in Q2 2026, buying an estimated $71.7K and bringing the position to 12,429 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Cerity Partners first reported a position in IUSG in Q4 2017 and has held it in 26 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Cerity Partners held 12,429 shares of iShares Core S&P US Growth ETF worth $2.34M as of Q2 2026.
Cerity Partners bought 397 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $71.7K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1505 holding.
Cerity Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 26 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.