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

CoreCap 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	$189K	Sell	1,005 -100	-9%	-$18.1K	0.01%	879
2026 Q1	$171K	Sell	1,105 -120	-10%	-$19.8K	0.01%	850
2025 Q4	$206K	Sell	1,225 -322	-21%	-$53.7K	0.01%	782
2025 Q3	$255K	Buy	1,547 +484	+46%	+$76K	0.01%	727
2025 Q2	$160K	Buy	1,063 +187	+21%	+$25.4K	0.01%	815
2025 Q1	$111K	Buy	876 +253	+41%	+$35K	﹤0.01%	867
2024 Q4	$86.8K	Buy	623 +347	+126%	+$47.6K	﹤0.01%	978
2024 Q3	$36.4K	Buy	+276	New	+$35.1K	﹤0.01%	1325
2024 Q2	–	Sell	-855	Closed	-$100K	–	2099
2024 Q1	$100K	Buy	+855	New	+$95.1K	0.01%	839
2022 Q4	$58.3K	Buy	+715	New	+$59.8K	﹤0.01%	937
2022 Q3	–	Sell	-455	Closed	-$38K	–	1296
2022 Q2	$38K	Buy	+455	New	+$41.7K	﹤0.01%	1024
2022 Q1	–	Sell	-455	Closed	-$53K	–	1300
2021 Q4	$53K	Buy	+455	New	+$50.7K	﹤0.01%	977

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

CoreCap Advisors's IUSG Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 9% in Q2 2026, selling an estimated $18.1K and leaving 1,005 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #879.

CoreCap Advisors first reported a position in IUSG in Q4 2021 and has held it in 12 quarters since. The position peaked at $255K in Q3 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

CoreCap Advisors held 1,005 shares of iShares Core S&P US Growth ETF worth $189K as of Q2 2026.
CoreCap Advisors sold 100 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $18.1K.
iShares Core S&P US Growth ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #879 holding.
CoreCap Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's iShares Core S&P US Growth ETF position peaked at $255K in Q3 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.