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

Clearstead 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 		$4.6M Sell
24,474
-12,300
-33% -$2.22M 0.04% 250
2026
Q1 		$5.7M Buy
36,774
+24,600
+202% +$4.05M 0.05% 215
2025
Q4 		$2.04M Hold
12,174
– – 0.03% 326
2025
Q3 		$2M Hold
12,174
– – 0.03% 325
2025
Q2 		$1.83M Hold
12,174
– – 0.03% 331
2025
Q1 		$1.55M Hold
12,174
– – 0.02% 342
2024
Q4 		$1.7M Sell
12,174
-35
-0.3% -$4.8K 0.03% 318
2024
Q3 		$1.61M Hold
12,209
– – 0.03% 334
2024
Q2 		$1.56M Hold
12,209
– – 0.03% 310
2024
Q1 		$1.43M Hold
12,209
– – 0.07% 187
2023
Q4 		$1.27M Hold
12,209
– – 0.07% 195
2023
Q3 		$1.16M Sell
12,209
-7
-0.1% -$687 0.07% 186
2023
Q2 		$1.19M Hold
12,216
– – 0.07% 186
2023
Q1 		$1.08M Hold
12,216
– – 0.08% 175
2022
Q4 		$996K Buy
12,216
+7
+0.1% +$585 0.08% 174
2022
Q3 		$979K Buy
12,209
+11,714
+2,366% +$1.05M 0.09% 161
2022
Q2 		$41K Sell
495
-1,100
-69% -$101K ﹤0.01% 657
2022
Q1 		$169K Hold
1,595
– – 0.01% 435
2021
Q4 		$184K Sell
1,595
-250
-14% -$27.9K 0.01% 407
2021
Q3 		$189K Hold
1,845
– – 0.01% 380
2021
Q2 		$186K Hold
1,845
– – 0.01% 356
2021
Q1 		$168K Buy
1,845
+460
+33% +$41.5K 0.01% 356
2020
Q4 		$123K Hold
1,385
– – 0.01% 384
2020
Q3 		$111K Hold
1,385
– – 0.01% 358
2020
Q2 		$100K Hold
1,385
– – 0.01% 348
2020
Q1 		$79K Buy
+1,385
New +$91.2K 0.01% 357

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

Clearstead Advisors's IUSG Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 33% in Q2 2026, selling an estimated $2.22M and leaving 24,474 shares worth $4.6M. The position accounts for 0.04% of the portfolio, ranked #250.

Clearstead Advisors first reported a position in IUSG in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.7M in Q1 2026. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Clearstead Advisors held 24,474 shares of iShares Core S&P US Growth ETF worth $4.6M as of Q2 2026.
  • Clearstead Advisors sold 12,300 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.22M.
  • iShares Core S&P US Growth ETF made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #250 holding.
  • Clearstead Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's iShares Core S&P US Growth ETF position peaked at $5.7M in Q1 2026.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.