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Colonial River Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Colonial River Investments’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 		$319K Sell
1,696
-588
-26% -$106K 0.09% 193
2026
Q1 		$354K Sell
2,284
-337
-13% -$55.5K 0.13% 161
2025
Q4 		$440K Sell
2,621
-372
-12% -$62.1K 0.16% 147
2025
Q3 		$493K Buy
2,993
+1,224
+69% +$192K 0.18% 125
2025
Q2 		$268K Sell
1,769
-338
-16% -$45.8K 0.12% 173
2025
Q1 		$268K Buy
2,107
+202
+11% +$27.9K 0.15% 151
2024
Q4 		$265K Sell
1,905
-50
-3% -$6.86K 0.13% 161
2024
Q3 		$258K Buy
1,955
+252
+15% +$32K 0.13% 173
2024
Q2 		$217K Sell
1,703
-50
-3% -$5.96K 0.12% 155
2024
Q1 		$205K Buy
+1,753
New +$195K 0.12% 161
2023
Q3 		– Sell
-2,978
Closed -$291K – 163
2023
Q2 		$291K Sell
2,978
-913
-23% -$83.7K 0.19% 141
2023
Q1 		$345K Sell
3,891
-276
-7% -$23.5K 0.2% 123
2022
Q4 		$340K Buy
4,167
+46
+1% +$3.84K 0.22% 114
2022
Q3 		$330K Sell
4,121
-1,714
-29% -$154K 0.23% 111
2022
Q2 		$488K Sell
5,835
-339
-5% -$31.1K 0.32% 90
2022
Q1 		$652K Sell
6,174
-55
-0.9% -$5.71K 0.38% 81
2021
Q4 		$720K Buy
+6,229
New +$694K 0.39% 73
2021
Q3 		– Sell
-6,508
Closed -$657K – 120
2021
Q2 		$657K Sell
6,508
-141
-2% -$13.6K 0.47% 59
2021
Q1 		$604K Sell
6,649
-1,232
-16% -$111K 0.49% 61
2020
Q4 		$733 Buy
+7,881
New +$663K 0.33% 52

Other funds holding IUSG

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Colonial River Investments's IUSG Position: Q2 2026 in Review

Colonial River Investments reduced its iShares Core S&P US Growth ETF (IUSG) stake by 26% in Q2 2026, selling an estimated $106K and leaving 1,696 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #193.

Colonial River Investments first reported a position in IUSG in Q4 2020 and has held it in 20 quarters since. The position peaked at $720K in Q4 2021. 557 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Colonial River Investments held 1,696 shares of iShares Core S&P US Growth ETF worth $319K as of Q2 2026.
  • Colonial River Investments sold 588 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $106K.
  • iShares Core S&P US Growth ETF made up 0.09% of Colonial River Investments's portfolio in Q2 2026, its #193 holding.
  • Colonial River Investments first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • Colonial River Investments's iShares Core S&P US Growth ETF position peaked at $720K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.