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Chicago Partners Investment Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Chicago Partners Investment Group’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 		$1.44M Sell
7,888
-631
-7% -$114K 0.03% 493
2026
Q1 		$1.5M Buy
8,519
+713
+9% +$117K 0.03% 407
2025
Q4 		$1.32M Sell
7,806
-104
-1% -$17.3K 0.03% 390
2025
Q3 		$1.35M Sell
7,910
-966
-11% -$152K 0.04% 353
2025
Q2 		$1.37M Sell
8,876
-2,488
-22% -$337K 0.04% 331
2025
Q1 		$1.5M Sell
11,364
-4,418
-28% -$611K 0.05% 281
2024
Q4 		$2.22M Buy
15,782
+64
+0.4% +$8.78K 0.07% 211
2024
Q3 		$2.09M Sell
15,718
-822
-5% -$105K 0.07% 211
2024
Q2 		$2.03M Sell
16,540
-103
-0.6% -$12.3K 0.08% 215
2024
Q1 		$1.88M Buy
16,643
+53
+0.3% +$5.9K 0.08% 217
2023
Q4 		$1.8M Buy
16,590
+92
+0.6% +$9.06K 0.08% 211
2023
Q3 		$1.55M Buy
16,498
+458
+3% +$44.9K 0.08% 224
2023
Q2 		$1.59M Buy
16,040
+1,229
+8% +$113K 0.08% 223
2023
Q1 		$1.32M Buy
14,811
+2,293
+18% +$195K 0.08% 231
2022
Q4 		$1.11M Buy
12,518
+6,290
+101% +$526K 0.07% 249
2022
Q3 		$505K Buy
6,228
+4,054
+186% +$365K 0.04% 333
2022
Q2 		$205K Buy
+2,174
New +$199K 0.01% 539
2018
Q4 		– Sell
-3,530
Closed -$195K – 624
2018
Q3 		$195K Sell
3,530
-520
-13% -$31.4K 0.03% 309
2018
Q2 		$232K Buy
4,050
+1,925
+91% +$109K 0.04% 251
2018
Q1 		$116K Sell
2,125
-275
-11% -$15.4K 0.02% 322
2017
Q4 		$129K Hold
2,400
– – 0.02% 314
2017
Q3 		$121K Sell
2,400
-2,400
-50% -$119K 0.02% 320
2017
Q2 		$219K Buy
+4,800
New +$229K 0.06% 184

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 $103B AUM 28.65% 1-Year Est. Return

Chicago Partners Investment Group's IUSG Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 7.4% in Q2 2026, selling an estimated $114K and leaving 7,888 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #493.

Chicago Partners Investment Group first reported a position in IUSG in Q2 2017 and has held it in 23 quarters since. The position peaked at $2.22M in Q4 2024. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Chicago Partners Investment Group held 7,888 shares of iShares Core S&P US Growth ETF worth $1.44M as of Q2 2026.
  • Chicago Partners Investment Group sold 631 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $114K.
  • iShares Core S&P US Growth ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #493 holding.
  • Chicago Partners Investment Group first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and has held it in 23 quarters since.
  • Chicago Partners Investment Group's iShares Core S&P US Growth ETF position peaked at $2.22M in Q4 2024.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.