CL
IUSG icon

Choreo LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Choreo LLC’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
Q1 		$788K Buy
5,088
+410
+9% +$67.5K 0.01% 715
2025
Q4 		$792K Buy
4,678
+77
+2% +$12.8K 0.01% 702
2025
Q3 		$757K Sell
4,601
-2,106
-31% -$331K 0.01% 727
2025
Q2 		$1.01M Sell
6,707
-225
-3% -$30.5K 0.01% 590
2025
Q1 		$881K Buy
6,932
+1,669
+32% +$231K 0.01% 602
2024
Q4 		$734K Sell
5,263
-153
-3% -$21K 0.01% 700
2024
Q3 		$704K Buy
5,416
+382
+8% +$48.6K 0.01% 734
2024
Q2 		$646K Buy
5,034
+635
+14% +$75.7K 0.01% 701
2024
Q1 		$516K Hold
4,399
– – 0.01% 424
2023
Q4 		$458K Buy
4,399
+42
+1% +$4.14K 0.01% 420
2023
Q3 		$413K Hold
4,357
– – 0.01% 316
2023
Q2 		$425K Hold
4,357
– – 0.01% 318
2023
Q1 		$387K Buy
4,357
+1,734
+66% +$148K 0.01% 339
2022
Q4 		$214K Hold
2,623
– – 0.01% 217
2022
Q3 		$210K Buy
2,623
+155
+6% +$14K 0.01% 196
2022
Q2 		$207K Hold
2,468
– – 0.01% 203
2022
Q1 		$261K Hold
2,468
– – 0.01% 193
2021
Q4 		$285K Buy
+2,468
New +$275K 0.01% 194

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Choreo LLC's IUSG Position: Q1 2026 in Review

Choreo LLC increased its iShares Core S&P US Growth ETF (IUSG) stake by 8.8% in Q1 2026, buying an estimated $67.5K and bringing the position to 5,088 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #715.

Choreo LLC first reported a position in IUSG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q2 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Choreo LLC held 5,088 shares of iShares Core S&P US Growth ETF worth $788K as of Q1 2026.
  • Choreo LLC bought 410 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $67.5K.
  • iShares Core S&P US Growth ETF made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #715 holding.
  • Choreo LLC first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Choreo LLC's iShares Core S&P US Growth ETF position peaked at $1.01M in Q2 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.