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Eldridge Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Eldridge Investment Advisors’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 		$1.29M Buy
6,845
+1
+0% +$181 0.26% 63
2026
Q1 		$1.06M Sell
6,844
-150
-2% -$24.7K 0.23% 67
2025
Q4 		$1.17M Buy
6,994
+1
+0% +$167 0.26% 65
2025
Q3 		$1.15M Buy
6,993
+1
+0% +$157 0.26% 66
2025
Q2 		$1.05M Buy
6,992
+1
+0% +$136 0.22% 74
2025
Q1 		$888K Buy
6,991
+1
+0% +$138 0.2% 82
2024
Q4 		$974K Buy
6,990
+3
+0% +$412 0.23% 81
2024
Q3 		$922K Hold
6,987
– – 0.22% 81
2024
Q2 		$891K Buy
6,987
+1
+0% +$119 0.22% 83
2024
Q1 		$819K Buy
6,986
+1
+0% +$111 0.21% 88
2023
Q4 		$727K Buy
6,985
+4
+0.1% +$394 0.19% 91
2023
Q3 		$662K Sell
6,981
-246
-3% -$24.1K 0.22% 79
2023
Q2 		$706K Buy
7,227
+112
+2% +$10.3K 0.23% 72
2023
Q1 		$632K Buy
7,115
+2
+0% +$170 0.22% 74
2022
Q4 		$580K Buy
7,113
+2
+0% +$167 0.2% 70
2022
Q3 		$570K Buy
7,111
+1
+0% +$90 0.22% 70
2022
Q2 		$595K Buy
7,110
+1
+0% +$92 0.22% 66
2022
Q1 		$751K Buy
7,109
+1
+0% +$104 0.25% 61
2021
Q4 		$822K Buy
7,108
+2
+0% +$223 0.27% 63
2021
Q3 		$728K Hold
7,106
– – 0.26% 59
2021
Q2 		$718K Hold
7,106
– – 0.26% 59
2021
Q1 		$645K Hold
7,106
– – 0.25% 60
2020
Q4 		$630K Hold
7,106
– – 0.26% 53
2020
Q3 		$568K Hold
7,106
– – 0.27% 52
2020
Q2 		$511K Buy
+7,106
New +$472K 0.25% 56

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Eldridge Investment Advisors's IUSG Position: Q2 2026 in Review

Eldridge Investment Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.01% in Q2 2026, buying an estimated $181 and bringing the position to 6,845 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #63.

Eldridge Investment Advisors first reported a position in IUSG in Q2 2020 and has held it in 25 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Eldridge Investment Advisors held 6,845 shares of iShares Core S&P US Growth ETF worth $1.29M as of Q2 2026.
  • Eldridge Investment Advisors bought 1 iShares Core S&P US Growth ETF share in Q2 2026, an estimated $181.
  • iShares Core S&P US Growth ETF made up 0.26% of Eldridge Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • Eldridge Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.