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

CIM 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 		$1.58M Sell
10,160
-156
-2% -$25.7K 0.23% 79
2025
Q4 		$1.73M Buy
10,316
+31
+0.3% +$5.17K 0.23% 82
2025
Q3 		$1.69M Sell
10,285
-111
-1% -$17.4K 0.22% 79
2025
Q2 		$1.56M Sell
10,396
-133
-1% -$18K 0.21% 82
2025
Q1 		$1.34M Sell
10,529
-431
-4% -$59.6K 0.2% 80
2024
Q4 		$1.53M Sell
10,960
-60
-0.5% -$8.23K 0.22% 77
2024
Q3 		$1.45M Buy
11,020
+14
+0.1% +$1.78K 0.21% 75
2024
Q2 		$1.37M Sell
11,006
-1,213
-10% -$145K 0.21% 77
2024
Q1 		$1.43M Sell
12,219
-787
-6% -$87.5K 0.22% 73
2023
Q4 		$1.49M Buy
13,006
+2,656
+26% +$262K 0.23% 68
2023
Q3 		$982K Buy
10,350
+19
+0.2% +$1.86K 0.19% 80
2023
Q2 		$1.01M Buy
10,331
+1,160
+13% +$106K 0.19% 80
2023
Q1 		$814K Sell
9,171
-591
-6% -$50.3K 0.16% 92
2022
Q4 		$847K Sell
9,762
-2,426
-20% -$203K 0.17% 94
2022
Q3 		$1.01M Buy
12,188
+3,097
+34% +$279K 0.21% 78
2022
Q2 		$798K Buy
9,091
+243
+3% +$22.3K 0.17% 92
2022
Q1 		$888K Sell
8,848
-510
-5% -$53K 0.17% 91
2021
Q4 		$939K Sell
9,358
-1,129
-11% -$126K 0.18% 82
2021
Q3 		$1.2M Sell
10,487
-725
-6% -$76.6K 0.19% 90
2021
Q2 		$1.18M Sell
11,212
-972
-8% -$93.7K 0.19% 84
2021
Q1 		$1.16M Sell
12,184
-804
-6% -$72.5K 0.21% 75
2020
Q4 		$1.2M Buy
12,988
+44
+0.3% +$3.7K 0.22% 63
2020
Q3 		$1.09M Buy
12,944
+1,368
+12% +$107K 0.22% 59
2020
Q2 		$832K Buy
11,576
+277
+2% +$18.4K 0.24% 49
2020
Q1 		$645K Sell
11,299
-83
-0.7% -$5.46K 0.24% 48
2019
Q4 		$770K Buy
11,382
+2
+0% +$130 0.24% 60
2019
Q3 		$715K Buy
11,380
+240
+2% +$15.2K 0.25% 53
2019
Q2 		$698K Buy
11,140
+174
+2% +$10.7K 0.24% 55
2019
Q1 		$661K Buy
10,966
+101
+0.9% +$5.79K 0.24% 48
2018
Q4 		$573K Buy
10,865
+933
+9% +$52.9K 0.25% 46
2018
Q3 		$617K Sell
9,932
-319
-3% -$19.3K 0.23% 58
2018
Q2 		$586K Buy
10,251
+559
+6% +$31.6K 0.21% 54
2018
Q1 		$529K Buy
9,692
+1,072
+12% +$60.1K 0.21% 60
2017
Q4 		$463K Buy
8,620
+93
+1% +$4.89K 0.18% 67
2017
Q3 		$430K Sell
8,527
-12
-0.1% -$595 0.18% 72
2017
Q2 		$412K Buy
8,539
+1,399
+20% +$66.8K 0.18% 65
2017
Q1 		$331K Sell
7,140
-1,176
-14% -$53.2K 0.15% 71
2016
Q4 		$357K Buy
8,316
+1,464
+21% +$62.1K 0.18% 67
2016
Q3 		$292K Sell
6,852
-686
-9% -$29.1K 0.14% 75
2016
Q2 		$308K Buy
7,538
+494
+7% +$20.1K 0.15% 61
2016
Q1 		$286K Buy
7,044
+130
+2% +$4.99K 0.14% 64
2015
Q4 		$281K Sell
6,914
-706
-9% -$28.7K 0.14% 63
2015
Q3 		$289K Buy
7,620
+98
+1% +$3.95K 0.15% 59
2015
Q2 		$306K Buy
7,522
+136
+2% +$5.61K 0.15% 61
2015
Q1 		$300K Sell
7,386
-636
-8% -$25.4K 0.14% 65
2014
Q4 		$314K Buy
8,022
+530
+7% +$20.2K 0.15% 61
2014
Q3 		$280K Buy
7,492
+396
+6% +$14.8K 0.14% 70
2014
Q2 		$264K Sell
7,096
-4,840
-41% -$174K 0.13% 73
2014
Q1 		$424K Sell
11,936
-2,510
-17% -$88.5K 0.23% 37
2013
Q4 		$510K Sell
14,446
-64
-0.4% -$2.16K 0.28% 37
2013
Q3 		$466K Sell
14,510
-1,700
-10% -$53.4K 0.29% 35
2013
Q2 		$483K Buy
+16,210
New +$485K 0.32% 34

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 $424B AUM 22.94% 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

CIM LLC's IUSG Position: Q1 2026 in Review

CIM LLC reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.5% in Q1 2026, selling an estimated $25.7K and leaving 10,160 shares worth $1.58M. The position accounts for 0.23% of the portfolio, ranked #79.

CIM LLC first reported a position in IUSG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.73M in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • CIM LLC held 10,160 shares of iShares Core S&P US Growth ETF worth $1.58M as of Q1 2026.
  • CIM LLC sold 156 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $25.7K.
  • iShares Core S&P US Growth ETF made up 0.23% of CIM LLC's portfolio in Q1 2026, its #79 holding.
  • CIM LLC first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • CIM LLC's iShares Core S&P US Growth ETF position peaked at $1.73M in Q4 2025.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on CIM LLC's 13F filing for Q1 2026, filed 18 May 2026.