Chevy Chase Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Chevy Chase Trust’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	$472K	Buy	2,511 +1,161	+86%	+$210K	﹤0.01%	605
2026 Q1	$209K	Hold	1,350	–	–	﹤0.01%	635
2025 Q4	$227K	Hold	1,350	–	–	﹤0.01%	627
2025 Q3	$222K	Sell	1,350 -508	-27%	-$79.8K	﹤0.01%	622
2025 Q2	$279K	Sell	1,858 -982	-35%	-$133K	﹤0.01%	613
2025 Q1	$361K	Buy	+2,840	New	+$393K	﹤0.01%	604
2023 Q4	–	Sell	-2,289	Closed	-$217K	–	630
2023 Q3	$217K	Buy	+2,289	New	+$225K	﹤0.01%	605
2020 Q1	–	Sell	-50	Closed	-$3K	–	814
2019 Q4	$3K	Buy	+50	New	+$3.24K	﹤0.01%	1122
2019 Q1	–	Sell	-1,326	Closed	-$70K	–	684
2018 Q4	$70K	Buy	+1,326	New	+$75.2K	﹤0.01%	681

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 $104B AUM 28.3% 1-Year Est. Return

Chevy Chase Trust's IUSG Position: Q2 2026 in Review

Chevy Chase Trust increased its iShares Core S&P US Growth ETF (IUSG) stake by 86% in Q2 2026, buying an estimated $210K and bringing the position to 2,511 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Chevy Chase Trust first reported a position in IUSG in Q4 2018 and has held it in 9 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Chevy Chase Trust held 2,511 shares of iShares Core S&P US Growth ETF worth $472K as of Q2 2026.
Chevy Chase Trust bought 1,161 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $210K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #605 holding.
Chevy Chase Trust first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 9 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.