EIA
IUSG icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Eldridge Investment Advisors's IUSG Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.1% in Q1 2026, selling an estimated $24.7K and leaving 6,844 shares worth $1.06M. The position accounts for 0.23% of the portfolio, ranked #67.

Eldridge Investment Advisors first reported a position in IUSG in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.17M in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Eldridge Investment Advisors held 6,844 shares of iShares Core S&P US Growth ETF worth $1.06M as of Q1 2026.
  • Eldridge Investment Advisors sold 150 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $24.7K.
  • iShares Core S&P US Growth ETF made up 0.23% of Eldridge Investment Advisors's portfolio in Q1 2026, its #67 holding.
  • Eldridge Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Eldridge Investment Advisors's iShares Core S&P US Growth ETF position peaked at $1.17M in Q4 2025.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.