Citizens Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Citizens Financial 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	$82.2M	Sell	437,273 -12,286	-3%	-$2.22M	0.99%	23
2026 Q1	$69.7M	Sell	449,559 -17,693	-4%	-$2.91M	0.97%	21
2025 Q4	$78.5M	Sell	467,252 -8,674	-2%	-$1.45M	1.05%	22
2025 Q3	$78.3M	Sell	475,926 -7,947	-2%	-$1.25M	1.07%	20
2025 Q2	$72.8M	Sell	483,873 -128,046	-21%	-$17.4M	1.17%	19
2025 Q1	$77.8M	Sell	611,919 -54,668	-8%	-$7.56M	1.53%	14
2024 Q4	$92.9M	Sell	666,587 -11,924	-2%	-$1.64M	1.81%	13
2024 Q3	$89.5M	Buy	678,511 +33,346	+5%	+$4.24M	1.8%	12
2024 Q2	$82.2M	Buy	645,165 +642,628	+25,330%	+$76.7M	1.82%	12
2024 Q1	$297K	Buy	2,537 +3	+0.1%	+$334	0.01%	341
2023 Q4	$264K	Buy	2,534 +18	+0.7%	+$1.77K	0.01%	348
2023 Q3	$239K	Buy	2,516 +46	+2%	+$4.51K	0.01%	323
2023 Q2	$241K	Buy	2,470 +5	+0.2%	+$459	0.01%	350
2023 Q1	$219K	Buy	+2,465	New	+$210K	0.01%	423

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

Citizens Financial Group's IUSG Position: Q2 2026 in Review

Citizens Financial Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.7% in Q2 2026, selling an estimated $2.22M and leaving 437,273 shares worth $82.2M. The position accounts for 0.99% of the portfolio, ranked #23.

Citizens Financial Group first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. The position peaked at $92.9M in Q4 2024. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Citizens Financial Group held 437,273 shares of iShares Core S&P US Growth ETF worth $82.2M as of Q2 2026.
Citizens Financial Group sold 12,286 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.22M.
iShares Core S&P US Growth ETF made up 0.99% of Citizens Financial Group's portfolio in Q2 2026, its #23 holding.
Citizens Financial Group first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
Citizens Financial Group's iShares Core S&P US Growth ETF position peaked at $92.9M in Q4 2024.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.