Dorsey & Whitney Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Dorsey & Whitney Trust’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	$602K	Hold	3,200	–	–	0.03%	412
2026 Q1	$496K	Hold	3,200	–	–	0.03%	442
2025 Q4	$537K	Hold	3,200	–	–	0.03%	417
2025 Q3	$527K	Hold	3,200	–	–	0.03%	415
2025 Q2	$481K	Sell	3,200 -3,900	-55%	-$529K	0.03%	429
2025 Q1	$902K	Hold	7,100	–	–	0.05%	280
2024 Q4	$989K	Hold	7,100	–	–	0.05%	267
2024 Q3	$937K	Buy	+7,100	New	+$903K	0.05%	273

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 22.9% 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

Dorsey & Whitney Trust's IUSG Position: Q2 2026 in Review

Dorsey & Whitney Trust held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 3,200 shares worth $602K. The position accounts for 0.03% of the portfolio, ranked #412.

Dorsey & Whitney Trust first reported a position in IUSG in Q3 2024 and has held it in 8 quarters since. The position peaked at $989K in Q4 2024. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Dorsey & Whitney Trust held 3,200 shares of iShares Core S&P US Growth ETF worth $602K as of Q2 2026.
Dorsey & Whitney Trust left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #412 holding.
Dorsey & Whitney Trust first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 8 quarters since.
Dorsey & Whitney Trust's iShares Core S&P US Growth ETF position peaked at $989K in Q4 2024.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.