City State Bank’s iShares Core S&P US Growth ETF IUSG Stock Holding History

City State Bank’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	$5.64K	Hold	30	–	–	﹤0.01%	630
2026 Q1	$4.65K	Hold	30	–	–	﹤0.01%	622
2025 Q4	$5.04K	Hold	30	–	–	﹤0.01%	598
2025 Q3	$4.94K	Hold	30	–	–	﹤0.01%	581
2025 Q2	$4.51K	Hold	30	–	–	﹤0.01%	599
2025 Q1	$3.81K	Hold	30	–	–	﹤0.01%	623
2024 Q4	$4.18K	Hold	30	–	–	﹤0.01%	597
2024 Q3	$3.96K	Hold	30	–	–	﹤0.01%	600
2024 Q2	$3.82K	Hold	30	–	–	﹤0.01%	594
2024 Q1	$4K	Hold	30	–	–	﹤0.01%	595
2023 Q4	$3K	Hold	30	–	–	﹤0.01%	596
2023 Q3	$3K	Hold	30	–	–	﹤0.01%	602
2023 Q2	$3K	Hold	30	–	–	﹤0.01%	610
2023 Q1	$3K	Hold	30	–	–	﹤0.01%	599
2022 Q4	$2K	Hold	30	–	–	﹤0.01%	605
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	609
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	579
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	600
2021 Q4	$3K	Buy	+30	New	+$3.34K	﹤0.01%	591

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 22.9% 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

City State Bank's IUSG Position: Q2 2026 in Review

City State Bank held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 30 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

City State Bank first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

City State Bank held 30 shares of iShares Core S&P US Growth ETF worth $5.64K as of Q2 2026.
City State Bank left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #630 holding.
City State Bank first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.