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Curi RMB Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Curi RMB Capital’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 		$62.5M Buy
332,072
+51,581
+18% +$9.32M 0.96% 18
2026
Q1 		$43.5M Buy
280,491
+64,720
+30% +$10.7M 0.77% 25
2025
Q4 		$36.2M Buy
215,771
+80,019
+59% +$13.3M 0.63% 32
2025
Q3 		$22.3M Buy
135,752
+78,710
+138% +$12.4M 0.41% 58
2025
Q2 		$8.58M Buy
57,042
+32,811
+135% +$4.45M 0.16% 158
2025
Q1 		$3.08M Buy
+24,231
New +$3.35M 0.08% 232

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 $104B AUM 28.3% 1-Year Est. Return

Curi RMB Capital's IUSG Position: Q2 2026 in Review

Curi RMB Capital increased its iShares Core S&P US Growth ETF (IUSG) stake by 18% in Q2 2026, buying an estimated $9.32M and bringing the position to 332,072 shares worth $62.5M. The position accounts for 0.96% of the portfolio, ranked #18.

Curi RMB Capital first reported a position in IUSG in Q1 2025 and has held it in 6 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Curi RMB Capital held 332,072 shares of iShares Core S&P US Growth ETF worth $62.5M as of Q2 2026.
  • Curi RMB Capital bought 51,581 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $9.32M.
  • iShares Core S&P US Growth ETF made up 0.96% of Curi RMB Capital's portfolio in Q2 2026, its #18 holding.
  • Curi RMB Capital first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.