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

Crescent Grove 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
Q1 		$328K Sell
2,113
-331
-14% -$54.5K 0.03% 226
2025
Q4 		$411K Hold
2,444
– – 0.04% 199
2025
Q3 		$402K Sell
2,444
-194
-7% -$30.5K 0.04% 198
2025
Q2 		$397K Hold
2,638
– – 0.04% 183
2025
Q1 		$335K Sell
2,638
-619
-19% -$85.6K 0.03% 199
2024
Q4 		$454K Hold
3,257
– – 0.05% 171
2024
Q3 		$430K Sell
3,257
-402
-11% -$51.1K 0.04% 178
2024
Q2 		$466K Sell
3,659
-121
-3% -$14.4K 0.05% 171
2024
Q1 		$443K Buy
3,780
+1,089
+40% +$121K 0.05% 197
2023
Q4 		$280K Hold
2,691
– – 0.03% 241
2023
Q3 		$256K Sell
2,691
-303
-10% -$29.7K 0.03% 240
2023
Q2 		$292K Hold
2,994
– – 0.03% 233
2023
Q1 		$266K Sell
2,994
-36,316
-92% -$3.09M 0.03% 249
2022
Q4 		$3.21M Buy
39,310
+31,634
+412% +$2.64M 0.33% 48
2022
Q3 		$615K Sell
7,676
-4,156
-35% -$374K 0.07% 141
2022
Q2 		$990K Buy
11,832
+8,906
+304% +$817K 0.1% 102
2022
Q1 		$309K Sell
2,926
-56,271
-95% -$5.85M 0.03% 224
2021
Q4 		$6.85M Buy
+59,197
New +$6.6M 0.64% 26
2019
Q1 		– Sell
-103,546
Closed -$5.46M – 162
2018
Q4 		$5.46M Buy
+103,546
New +$5.87M 1.16% 20

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crescent Grove Advisors's IUSG Position: Q1 2026 in Review

Crescent Grove Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 14% in Q1 2026, selling an estimated $54.5K and leaving 2,113 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #226.

Crescent Grove Advisors first reported a position in IUSG in Q4 2018 and has held it in 19 quarters since. The position peaked at $6.85M in Q4 2021. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Crescent Grove Advisors held 2,113 shares of iShares Core S&P US Growth ETF worth $328K as of Q1 2026.
  • Crescent Grove Advisors sold 331 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $54.5K.
  • iShares Core S&P US Growth ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q1 2026, its #226 holding.
  • Crescent Grove Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 19 quarters since.
  • Crescent Grove Advisors's iShares Core S&P US Growth ETF position peaked at $6.85M in Q4 2021.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.