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

Coastal Bridge 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	$294K	Hold	1,563	–	–	0.02%	397
2026 Q1	$242K	Sell	1,563 -60	-4%	-$9.88K	0.02%	401
2025 Q4	$273K	Buy	1,623 +1	+0.1%	+$167	0.02%	381
2025 Q3	$267K	Hold	1,622	–	–	0.02%	380
2025 Q2	$244K	Hold	1,622	–	–	0.02%	388
2025 Q1	$206K	Buy	+1,622	New	+$224K	0.02%	391

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

Coastal Bridge Advisors's IUSG Position: Q2 2026 in Review

Coastal Bridge Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,563 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #397.

Coastal Bridge Advisors first reported a position in IUSG in Q1 2025 and has held it in 6 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Coastal Bridge Advisors held 1,563 shares of iShares Core S&P US Growth ETF worth $294K as of Q2 2026.
Coastal Bridge Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #397 holding.
Coastal Bridge Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 6 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.