Cetera Investment Advisers
IUSG icon

Cetera Investment Advisers’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cetera Investment Advisers’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 		$124M Buy
657,270
+19,191
+3% +$3.47M 0.11% 179
2026
Q1 		$99M Buy
638,079
+22,484
+4% +$3.7M 0.11% 183
2025
Q4 		$103M Sell
615,595
-9,495
-2% -$1.58M 0.11% 167
2025
Q3 		$103M Buy
625,090
+209,438
+50% +$32.9M 0.12% 152
2025
Q2 		$62.5M Buy
415,652
+32,870
+9% +$4.46M 0.11% 183
2025
Q1 		$48.6M Buy
382,782
+10,779
+3% +$1.49M 0.09% 221
2024
Q4 		$51.8M Buy
372,003
+2,590
+0.7% +$355K 0.11% 188
2024
Q3 		$48.7M Buy
369,413
+3,623
+1% +$461K 0.11% 185
2024
Q2 		$46.6M Buy
365,790
+705
+0.2% +$84.1K 0.11% 179
2024
Q1 		$42.8M Buy
365,085
+310,166
+565% +$34.5M 0.1% 197
2023
Q4 		$5.72M Buy
54,919
+717
+1% +$70.6K 0.05% 391
2023
Q3 		$5.14M Sell
54,202
-2,868
-5% -$281K 0.04% 404
2023
Q2 		$5.57M Buy
57,070
+1,798
+3% +$165K 0.05% 374
2023
Q1 		$4.91M Sell
55,272
-19
-0% -$1.62K 0.04% 404
2022
Q4 		$4.51M Buy
55,291
+2,718
+5% +$227K 0.04% 416
2022
Q3 		$4.21M Sell
52,573
-151
-0.3% -$13.6K 0.08% 249
2022
Q2 		$4.41M Buy
52,724
+6,364
+14% +$583K 0.07% 287
2022
Q1 		$4.9M Buy
46,360
+392
+0.9% +$40.7K 0.07% 286
2021
Q4 		$5.32M Buy
45,968
+10,539
+30% +$1.17M 0.08% 273
2021
Q3 		$3.63M Sell
35,429
-2,635
-7% -$278K 0.06% 349
2021
Q2 		$3.84M Buy
38,064
+1,813
+5% +$175K 0.06% 328
2021
Q1 		$3.29M Sell
36,251
-2,293
-6% -$207K 0.06% 313
2020
Q4 		$3.42M Buy
38,544
+34,912
+961% +$2.94M 0.07% 296
2020
Q3 		$290K Buy
3,632
+165
+5% +$12.9K 0.02% 507
2020
Q2 		$249K Buy
+3,467
New +$230K 0.02% 520
2020
Q1 		– Sell
-3,119
Closed -$211K – 589
2019
Q4 		$211K Buy
+3,119
New +$202K 0.02% 543

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

Cetera Investment Advisers's IUSG Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Core S&P US Growth ETF (IUSG) stake by 3% in Q2 2026, buying an estimated $3.47M and bringing the position to 657,270 shares worth $124M. The position accounts for 0.11% of the portfolio, ranked #179.

Cetera Investment Advisers first reported a position in IUSG in Q4 2019 and has held it in 26 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Cetera Investment Advisers held 657,270 shares of iShares Core S&P US Growth ETF worth $124M as of Q2 2026.
  • Cetera Investment Advisers bought 19,191 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.47M.
  • iShares Core S&P US Growth ETF made up 0.11% of Cetera Investment Advisers's portfolio in Q2 2026, its #179 holding.
  • Cetera Investment Advisers first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.