DT Investment Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

DT Investment Partners’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	$287K	Hold	1,528	–	–	0.02%	125
2026 Q1	$237K	Hold	1,528	–	–	0.02%	135
2025 Q4	$257K	Hold	1,528	–	–	0.02%	132
2025 Q3	$251K	Hold	1,528	–	–	0.02%	122
2025 Q2	$230K	Hold	1,528	–	–	0.02%	138
2025 Q1	$194K	Hold	1,528	–	–	0.02%	146
2024 Q4	$213K	Hold	1,528	–	–	0.02%	141
2024 Q3	$202K	Hold	1,528	–	–	0.02%	148
2024 Q2	$195K	Hold	1,528	–	–	0.02%	143
2024 Q1	$179K	Hold	1,528	–	–	0.02%	138
2023 Q4	$167K	Hold	1,528	–	–	0.02%	142
2023 Q3	$145K	Hold	1,528	–	–	0.02%	137
2023 Q2	$153K	Hold	1,528	–	–	0.02%	141
2023 Q1	$138K	Hold	1,528	–	–	0.02%	145
2022 Q4	$125K	Hold	1,528	–	–	0.02%	146
2022 Q3	$123K	Buy	+1,528	New	+$138K	0.02%	141

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

DT Investment Partners's IUSG Position: Q2 2026 in Review

DT Investment Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,528 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #125.

DT Investment Partners first reported a position in IUSG in Q3 2022 and has held it in 16 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

DT Investment Partners held 1,528 shares of iShares Core S&P US Growth ETF worth $287K as of Q2 2026.
DT Investment Partners left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.02% of DT Investment Partners's portfolio in Q2 2026, its #125 holding.
DT Investment Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 16 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.