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

Concurrent Investment 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	$22.6M	Buy	120,374 +3,308	+3%	+$598K	0.19%	106
2026 Q1	$18.2M	Buy	117,066 +3,086	+3%	+$508K	0.2%	113
2025 Q4	$19.1M	Buy	113,980 +8,303	+8%	+$1.38M	0.22%	99
2025 Q3	$17.4M	Buy	105,677 +3,653	+4%	+$574K	0.3%	68
2025 Q2	$15.3M	Buy	102,024 +182	+0.2%	+$24.7K	0.3%	73
2025 Q1	$12.9M	Buy	101,842 +7,560	+8%	+$1.05M	0.31%	64
2024 Q4	$13.1M	Buy	94,282 +1,903	+2%	+$261K	0.35%	61
2024 Q3	$12.2M	Sell	92,379 -562	-0.6%	-$71.5K	0.36%	63
2024 Q2	$11.8M	Buy	92,941 +8,041	+9%	+$959K	0.39%	53
2024 Q1	$9.95M	Buy	84,900 +16,068	+23%	+$1.79M	0.4%	57
2023 Q4	$7.17M	Buy	+68,832	New	+$6.78M	0.34%	70

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

Concurrent Investment Advisors's IUSG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.8% in Q2 2026, buying an estimated $598K and bringing the position to 120,374 shares worth $22.6M. The position accounts for 0.19% of the portfolio, ranked #106.

Concurrent Investment Advisors first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Concurrent Investment Advisors held 120,374 shares of iShares Core S&P US Growth ETF worth $22.6M as of Q2 2026.
Concurrent Investment Advisors bought 3,308 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $598K.
iShares Core S&P US Growth ETF made up 0.19% of Concurrent Investment Advisors's portfolio in Q2 2026, its #106 holding.
Concurrent Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.