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Eastern Bank’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Eastern Bank’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
Q3 		$8.53K Sell
44
-28
-39% -$5.3K ﹤0.01% 939
2026
Q2 		$13.5K Hold
72
– – ﹤0.01% 829
2026
Q1 		$11.2K Hold
72
– – ﹤0.01% 829
2025
Q4 		$12.1K Hold
72
– – ﹤0.01% 845
2025
Q3 		$11.8K Sell
72
-60
-45% -$9.42K ﹤0.01% 807
2025
Q2 		$19.9K Buy
+132
New +$17.9K ﹤0.01% 679

Other funds holding IUSG

VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Eastern Bank's IUSG Position: Q3 2026 in Review

Eastern Bank reduced its iShares Core S&P US Growth ETF (IUSG) stake by 39% in Q3 2026, selling an estimated $5.3K and leaving 44 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Eastern Bank first reported a position in IUSG in Q2 2025 and has held it in 6 quarters since. The position peaked at $19.9K in Q2 2025. 46 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Eastern Bank held 44 shares of iShares Core S&P US Growth ETF worth $8.53K as of Q3 2026.
  • Eastern Bank sold 28 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $5.3K.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #939 holding.
  • Eastern Bank first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Eastern Bank's iShares Core S&P US Growth ETF position peaked at $19.9K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.