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

Crestwood Advisors Group’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 		$1.82M Buy
9,698
+601
+7% +$109K 0.03% 252
2026
Q1 		$1.41M Buy
9,097
+1,381
+18% +$227K 0.02% 267
2025
Q4 		$1.3M Buy
7,716
+38
+0.5% +$6.34K 0.02% 253
2025
Q3 		$1.26M Sell
7,678
-5
-0.1% -$785 0.02% 266
2025
Q2 		$1.16M Buy
7,683
+1,015
+15% +$138K 0.02% 266
2025
Q1 		$847K Buy
6,668
+218
+3% +$30.1K 0.02% 291
2024
Q4 		$899K Buy
6,450
+150
+2% +$20.6K 0.02% 251
2024
Q3 		$831K Sell
6,300
-54
-0.8% -$6.87K 0.02% 246
2024
Q2 		$810K Buy
6,354
+311
+5% +$37.1K 0.02% 238
2024
Q1 		$708K Buy
6,043
+533
+10% +$59.3K 0.02% 243
2023
Q4 		$574K Buy
5,510
+197
+4% +$19.4K 0.01% 248
2023
Q3 		$504K Buy
+5,313
New +$521K 0.01% 243

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Crestwood Advisors Group's IUSG Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 6.6% in Q2 2026, buying an estimated $109K and bringing the position to 9,698 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #252.

Crestwood Advisors Group first reported a position in IUSG in Q3 2023 and has held it in 12 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Crestwood Advisors Group held 9,698 shares of iShares Core S&P US Growth ETF worth $1.82M as of Q2 2026.
  • Crestwood Advisors Group bought 601 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $109K.
  • iShares Core S&P US Growth ETF made up 0.03% of Crestwood Advisors Group's portfolio in Q2 2026, its #252 holding.
  • Crestwood Advisors Group first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.