Cresset Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cresset Asset Management’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	$13.7M	Buy	72,807 +10,835	+17%	+$1.96M	0.05%	225
2026 Q1	$9.61M	Sell	61,972 -1,508	-2%	-$248K	0.04%	262
2025 Q4	$10.7M	Buy	63,480 +5,051	+9%	+$843K	0.04%	240
2025 Q3	$9.61M	Sell	58,429 -1,847	-3%	-$290K	0.04%	250
2025 Q2	$9.07M	Sell	60,276 -105	-0.2%	-$14.2K	0.05%	239
2025 Q1	$7.67M	Buy	60,381 +8	+0%	+$1.11K	0.04%	273
2024 Q4	$8.41M	Sell	60,373 -9,219	-13%	-$1.27M	0.04%	252
2024 Q3	$9.18M	Buy	69,592 +8,663	+14%	+$1.1M	0.04%	323
2024 Q2	$7.77M	Buy	60,929 +2,268	+4%	+$271K	0.03%	342
2024 Q1	$6.88M	Buy	58,661 +15,549	+36%	+$1.73M	0.03%	326
2023 Q4	$4.49M	Sell	43,112 -1,054	-2%	-$104K	0.03%	369
2023 Q3	$4.2M	Buy	44,166 +22	+0%	+$2.16K	0.02%	371
2023 Q2	$4.31M	Sell	44,144 -12,971	-23%	-$1.19M	0.01%	450
2023 Q1	$5.07M	Sell	57,115 -1,733	-3%	-$148K	0.1%	129
2022 Q4	$4.8M	Sell	58,848 -12,250	-17%	-$1.02M	0.06%	130
2022 Q3	$5.7M	Buy	71,098 +30,646	+76%	+$2.76M	0.07%	115
2022 Q2	$2.9M	Buy	40,452 +8,338	+26%	+$764K	0.04%	175
2022 Q1	$3.39M	Sell	32,114 -9,118	-22%	-$947K	0.04%	171
2021 Q4	$4.77M	Buy	+41,232	New	+$4.6M	0.05%	145

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

Cresset Asset Management's IUSG Position: Q2 2026 in Review

Cresset Asset Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 17% in Q2 2026, buying an estimated $1.96M and bringing the position to 72,807 shares worth $13.7M. The position accounts for 0.05% of the portfolio, ranked #225.

Cresset Asset Management first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Cresset Asset Management held 72,807 shares of iShares Core S&P US Growth ETF worth $13.7M as of Q2 2026.
Cresset Asset Management bought 10,835 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.96M.
iShares Core S&P US Growth ETF made up 0.05% of Cresset Asset Management's portfolio in Q2 2026, its #225 holding.
Cresset Asset Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.