Cutler Investment Counsel’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cutler Investment Counsel’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	$35.6M	Buy	189,385 +1,220	+0.6%	+$220K	3.35%	6
2026 Q1	$29.2M	Sell	188,165 -4,469	-2%	-$736K	3.01%	6
2025 Q4	$32.4M	Sell	192,634 -4,471	-2%	-$746K	3.37%	7
2025 Q3	$32.4M	Buy	197,105 +3,854	+2%	+$605K	3.4%	7
2025 Q2	$29.1M	Buy	193,251 +572	+0.3%	+$77.5K	3.23%	7
2025 Q1	$24.5M	Buy	192,679 +5,391	+3%	+$745K	2.94%	8
2024 Q4	$26.1M	Buy	187,288 +6,104	+3%	+$838K	3.25%	6
2024 Q3	$23.9M	Buy	181,184 +10,131	+6%	+$1.29M	3.02%	7
2024 Q2	$21.8M	Sell	171,053 -767	-0.4%	-$91.5K	2.97%	6
2024 Q1	$20.1M	Buy	171,820 +12,389	+8%	+$1.38M	2.7%	8
2023 Q4	$16.6M	Buy	159,431 +11,979	+8%	+$1.18M	2.37%	11
2023 Q3	$14M	Buy	147,452 +3,820	+3%	+$375K	2.21%	14
2023 Q2	$14M	Buy	143,632 +139,382	+3,280%	+$12.8M	2.12%	14
2023 Q1	$377K	Buy	+4,250	New	+$362K	0.06%	105

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

Cutler Investment Counsel's IUSG Position: Q2 2026 in Review

Cutler Investment Counsel increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.65% in Q2 2026, buying an estimated $220K and bringing the position to 189,385 shares worth $35.6M. The position accounts for 3.35% of the portfolio, ranked #6.

Cutler Investment Counsel first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Cutler Investment Counsel held 189,385 shares of iShares Core S&P US Growth ETF worth $35.6M as of Q2 2026.
Cutler Investment Counsel bought 1,220 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $220K.
iShares Core S&P US Growth ETF made up 3.35% of Cutler Investment Counsel's portfolio in Q2 2026, its #6 holding.
Cutler Investment Counsel first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.