CI
IUSG icon

CX Institutional’s iShares Core S&P US Growth ETF IUSG Stock Holding History

CX Institutional’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 		$29.1M Sell
154,478
-12,246
-7% -$2.21M 0.84% 27
2026
Q1 		$25.9M Sell
166,724
-176,853
-51% -$29.1M 0.79% 33
2025
Q4 		$57.7M Sell
343,577
-13,995
-4% -$2.33M 1.72% 14
2025
Q3 		$58.8M Sell
357,572
-102,903
-22% -$16.2M 1.79% 14
2025
Q2 		$69.3M Buy
460,475
+53,301
+13% +$7.23M 2.42% 5
2025
Q1 		$51.7M Buy
407,174
+112,903
+38% +$15.6M 1.95% 8
2024
Q4 		$41M Buy
294,271
+46,262
+19% +$6.35M 1.63% 16
2024
Q3 		$32.7M Buy
248,009
+3,852
+2% +$490K 1.45% 11
2024
Q2 		$31.1M Sell
244,157
-2,786
-1% -$332K 1.46% 12
2024
Q1 		$28.9M Buy
246,943
+77,639
+46% +$8.64M 1.4% 16
2023
Q4 		$17.6M Sell
169,304
-5,671
-3% -$559K 0.94% 23
2023
Q3 		$16.6M Buy
174,975
+64,485
+58% +$6.33M 0.91% 25
2023
Q2 		$10.8M Buy
110,490
+5,323
+5% +$488K 0.56% 50
2023
Q1 		$9.39M Sell
105,167
-225,949
-68% -$19.2M 0.5% 54
2022
Q4 		$27M Sell
331,116
-38,539
-10% -$3.22M 1.64% 7
2022
Q3 		$29.6M Buy
369,655
+144,589
+64% +$13M 2.06% 4
2022
Q2 		$18.8M Buy
225,066
+4,779
+2% +$438K 1.42% 8
2022
Q1 		$23.3M Buy
220,287
+25,420
+13% +$2.64M 1.86% 7
2021
Q4 		$22.5M Buy
194,867
+9,864
+5% +$1.1M 1.79% 7
2021
Q3 		$18.9M Buy
185,003
+23,432
+15% +$2.48M 1.55% 9
2021
Q2 		$16.3M Sell
161,571
-15,501
-9% -$1.49M 1.34% 10
2021
Q1 		$16.1M Buy
177,072
+114,387
+182% +$10.3M 1.44% 10
2020
Q4 		$5.56M Buy
62,685
+28,101
+81% +$2.36M 0.54% 48
2020
Q3 		$2.77M Sell
34,584
-1,238
-3% -$97K 0.3% 95
2020
Q2 		$2.58M Buy
35,822
+8,614
+32% +$572K 0.34% 68
2020
Q1 		$1.55M Buy
27,208
+1,806
+7% +$119K 0.25% 82
2019
Q4 		$1.72M Sell
25,402
-447
-2% -$29K 0.3% 82
2019
Q3 		$1.63M Buy
25,849
+305
+1% +$19.3K 0.26% 95
2019
Q2 		$1.6M Buy
+25,544
New +$1.57M 0.25% 89
2019
Q1 		– Sell
-50
Closed -$3K – 801
2018
Q4 		$3K Sell
50
-28,677
-100% -$1.63M ﹤0.01% 432
2018
Q3 		$1.78M Buy
28,727
+17,850
+164% +$1.08M 0.59% 50
2018
Q2 		$622K Buy
+10,877
New +$615K 0.23% 87

Other funds holding IUSG

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

CX Institutional's IUSG Position: Q2 2026 in Review

CX Institutional reduced its iShares Core S&P US Growth ETF (IUSG) stake by 7.3% in Q2 2026, selling an estimated $2.21M and leaving 154,478 shares worth $29.1M. The position accounts for 0.84% of the portfolio, ranked #27.

CX Institutional first reported a position in IUSG in Q2 2018 and has held it in 32 quarters since. The position peaked at $69.3M in Q2 2025. 176 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • CX Institutional held 154,478 shares of iShares Core S&P US Growth ETF worth $29.1M as of Q2 2026.
  • CX Institutional sold 12,246 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.21M.
  • iShares Core S&P US Growth ETF made up 0.84% of CX Institutional's portfolio in Q2 2026, its #27 holding.
  • CX Institutional first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and has held it in 32 quarters since.
  • CX Institutional's iShares Core S&P US Growth ETF position peaked at $69.3M in Q2 2025.
  • 176 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.