Corient Private Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Corient Private Wealth’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	$103M	Buy	550,068 +106,417	+24%	+$19.2M	0.14%	141
2026 Q1	$68.9M	Buy	443,651 +89,704	+25%	+$14.8M	0.1%	188
2025 Q4	$59.5M	Buy	353,947 +92,774	+36%	+$15.5M	0.08%	216
2025 Q3	$43M	Buy	261,173 +31,603	+14%	+$4.96M	0.07%	259
2025 Q2	$34.5M	Buy	229,570 +35,447	+18%	+$4.81M	0.05%	293
2025 Q1	$24.7M	Buy	194,123 +37,646	+24%	+$5.21M	0.04%	357
2024 Q4	$21.6M	Sell	156,477 -383,571	-71%	-$52.6M	0.04%	380
2024 Q3	$71.2M	Buy	540,048 +57,151	+12%	+$7.27M	0.11%	185
2024 Q2	$63.4M	Buy	482,897 +31,415	+7%	+$3.75M	0.11%	188
2024 Q1	$52.9M	Buy	451,482 +14,924	+3%	+$1.66M	0.09%	217
2023 Q4	$45.4M	Buy	436,558 +426,139	+4,090%	+$42M	0.08%	231
2023 Q3	$988K	Buy	10,419 +7,124	+216%	+$699K	﹤0.01%	1189
2023 Q2	$322K	Sell	3,295 -77	-2%	-$7.06K	﹤0.01%	1664
2023 Q1	$299K	Sell	3,372 -108	-3%	-$9.2K	﹤0.01%	1608
2022 Q4	$284K	Buy	+3,480	New	+$291K	﹤0.01%	1357

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

Corient Private Wealth's IUSG Position: Q2 2026 in Review

Corient Private Wealth increased its iShares Core S&P US Growth ETF (IUSG) stake by 24% in Q2 2026, buying an estimated $19.2M and bringing the position to 550,068 shares worth $103M. The position accounts for 0.14% of the portfolio, ranked #141.

Corient Private Wealth first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Corient Private Wealth held 550,068 shares of iShares Core S&P US Growth ETF worth $103M as of Q2 2026.
Corient Private Wealth bought 106,417 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $19.2M.
iShares Core S&P US Growth ETF made up 0.14% of Corient Private Wealth's portfolio in Q2 2026, its #141 holding.
Corient Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.