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Claro Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Claro Advisors’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 		$362K Buy
1,923
+1
+0.1% +$181 0.04% 352
2026
Q1 		$298K Sell
1,922
-47
-2% -$7.74K 0.04% 373
2025
Q4 		$331K Sell
1,969
-153
-7% -$25.5K 0.05% 314
2025
Q3 		$349K Buy
2,122
+48
+2% +$7.54K 0.05% 291
2025
Q2 		$312K Sell
2,074
-433
-17% -$58.7K 0.05% 284
2025
Q1 		$319K Sell
2,507
-174
-6% -$24.1K 0.04% 370
2024
Q4 		$374K Sell
2,681
-93
-3% -$12.8K 0.05% 303
2024
Q3 		$366K Sell
2,774
-10
-0.4% -$1.27K 0.05% 329
2024
Q2 		$355K Buy
2,784
+257
+10% +$30.7K 0.06% 288
2024
Q1 		$296K Buy
2,527
+238
+10% +$26.5K 0.05% 325
2023
Q4 		$238K Sell
2,289
-245
-10% -$24.1K 0.05% 336
2023
Q3 		$240K Buy
2,534
+2
+0.1% +$196 0.06% 311
2023
Q2 		$247K Sell
2,532
-44
-2% -$4.04K 0.06% 303
2023
Q1 		$229K Buy
2,576
+5
+0.2% +$426 0.07% 295
2022
Q4 		$210K Sell
2,571
-134
-5% -$11.2K 0.07% 278
2022
Q3 		$226K Hold
2,705
– – 0.09% 231
2022
Q2 		$226K Sell
2,705
-40
-1% -$3.67K 0.09% 231
2022
Q1 		$317K Hold
2,745
– – 0.11% 189
2021
Q4 		$317K Sell
2,745
-914
-25% -$102K 0.11% 189
2021
Q3 		$375K Buy
+3,659
New +$386K 0.16% 159
2020
Q3 		– Sell
-3,405
Closed -$245K – 200
2020
Q2 		$245K Buy
+3,405
New +$226K 0.17% 152
2020
Q1 		– Sell
-3,383
Closed -$229K – 172
2019
Q4 		$229K Buy
3,383
+19
+0.6% +$1.23K 0.18% 143
2019
Q3 		$212K Buy
3,364
+11
+0.3% +$696 0.19% 149
2019
Q2 		$210K Buy
+3,353
New +$206K 0.19% 148
2019
Q1 		– Sell
-2,889
Closed -$179K – 553
2018
Q4 		$179K Buy
+2,889
New +$164K 0.14% 147

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 $104B AUM 28.3% 1-Year Est. Return

Claro Advisors's IUSG Position: Q2 2026 in Review

Claro Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.05% in Q2 2026, buying an estimated $181 and bringing the position to 1,923 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #352.

Claro Advisors first reported a position in IUSG in Q4 2018 and has held it in 25 quarters since. The position peaked at $375K in Q3 2021. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Claro Advisors held 1,923 shares of iShares Core S&P US Growth ETF worth $362K as of Q2 2026.
  • Claro Advisors bought 1 iShares Core S&P US Growth ETF share in Q2 2026, an estimated $181.
  • iShares Core S&P US Growth ETF made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #352 holding.
  • Claro Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 25 quarters since.
  • Claro Advisors's iShares Core S&P US Growth ETF position peaked at $375K in Q3 2021.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.