Charles Schwab
IUSG icon

Charles Schwab’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Charles Schwab’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 		$5.38M Sell
28,608
-3,963
-12% -$716K ﹤0.01% 2440
2026
Q1 		$5.05M Sell
32,571
-1,489
-4% -$245K ﹤0.01% 2401
2025
Q4 		$5.72M Sell
34,060
-2,441
-7% -$407K ﹤0.01% 2382
2025
Q3 		$6.01M Sell
36,501
-8,588
-19% -$1.35M ﹤0.01% 2353
2025
Q2 		$6.78M Sell
45,089
-15,634
-26% -$2.12M ﹤0.01% 2198
2025
Q1 		$7.72M Sell
60,723
-4,891
-7% -$676K ﹤0.01% 2076
2024
Q4 		$9.14M Sell
65,614
-27,029
-29% -$3.71M ﹤0.01% 2058
2024
Q3 		$12.2M Sell
92,643
-143,466
-61% -$18.2M ﹤0.01% 1937
2024
Q2 		$30.1M Sell
236,109
-10,489
-4% -$1.25M 0.01% 1413
2024
Q1 		$28.9M Sell
246,598
-92,650
-27% -$10.3M 0.01% 1394
2023
Q4 		$35.3M Sell
339,248
-12,486
-4% -$1.23M 0.01% 1225
2023
Q3 		$33.4M Buy
351,734
+100,699
+40% +$9.88M 0.01% 1165
2023
Q2 		$24.5M Sell
251,035
-11,858
-5% -$1.09M 0.01% 1350
2023
Q1 		$23.3M Sell
262,893
-84,684
-24% -$7.21M 0.01% 1342
2022
Q4 		$28.3M Sell
347,577
-89,486
-20% -$7.48M 0.01% 1182
2022
Q3 		$35M Sell
437,063
-9,265
-2% -$834K 0.01% 988
2022
Q2 		$37.4M Sell
446,328
-8,791
-2% -$806K 0.01% 949
2022
Q1 		$48.1M Buy
455,119
+16,952
+4% +$1.76M 0.01% 895
2021
Q4 		$50.7M Sell
438,167
-12,913
-3% -$1.44M 0.02% 884
2021
Q3 		$46.2M Buy
+451,080
New +$47.6M 0.02% 933
2021
Q1 		– Sell
-8,165
Closed -$724K – 3505
2020
Q4 		$724K Buy
+8,165
New +$687K ﹤0.01% 2875

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

Charles Schwab's IUSG Position: Q2 2026 in Review

Charles Schwab reduced its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q2 2026, selling an estimated $716K and leaving 28,608 shares worth $5.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2440.

Charles Schwab first reported a position in IUSG in Q4 2020 and has held it in 21 quarters since. The position peaked at $50.7M in Q4 2021. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Charles Schwab held 28,608 shares of iShares Core S&P US Growth ETF worth $5.38M as of Q2 2026.
  • Charles Schwab sold 3,963 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $716K.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2440 holding.
  • Charles Schwab first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • Charles Schwab's iShares Core S&P US Growth ETF position peaked at $50.7M in Q4 2021.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.