Country Trust Bank’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Country Trust Bank’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	$4.33K	Hold	23	–	–	﹤0.01%	448
2026 Q1	$3.57K	Sell	23 -102	-82%	-$16.8K	﹤0.01%	424
2025 Q4	$21K	Buy	+125	New	+$20.9K	﹤0.01%	249
2022 Q4	–	Sell	-128	Closed	-$10K	–	355
2022 Q3	$10K	Hold	128	–	–	﹤0.01%	280
2022 Q2	$11K	Hold	128	–	–	﹤0.01%	280
2022 Q1	$14K	Hold	128	–	–	﹤0.01%	289
2021 Q4	$15K	Hold	128	–	–	﹤0.01%	311
2021 Q3	$13K	Hold	128	–	–	﹤0.01%	310
2021 Q2	$13K	Hold	128	–	–	﹤0.01%	292
2021 Q1	$12K	Buy	+128	New	+$11.5K	﹤0.01%	280

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 $103B AUM 28.65% 1-Year Est. Return

Country Trust Bank's IUSG Position: Q2 2026 in Review

Country Trust Bank held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 23 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Country Trust Bank first reported a position in IUSG in Q1 2021 and has held it in 10 quarters since. The position peaked at $21K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Country Trust Bank held 23 shares of iShares Core S&P US Growth ETF worth $4.33K as of Q2 2026.
Country Trust Bank left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #448 holding.
Country Trust Bank first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 10 quarters since.
Country Trust Bank's iShares Core S&P US Growth ETF position peaked at $21K in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.