Element Pointe Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Element Pointe 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	$368K	Hold	2,373	–	–	0.07%	62
2025 Q4	$399K	Hold	2,373	–	–	0.08%	63
2025 Q3	$390K	Buy	2,373 +274	+13%	+$43K	0.08%	59
2025 Q2	$316K	Hold	2,099	–	–	0.08%	58
2025 Q1	$267K	Hold	2,099	–	–	0.06%	61
2024 Q4	$292K	Hold	2,099	–	–	0.07%	60
2024 Q3	$277K	Hold	2,099	–	–	0.07%	59
2024 Q2	$268K	Hold	2,099	–	–	0.07%	58
2024 Q1	$246K	Hold	2,099	–	–	0.06%	63
2023 Q4	$219K	Buy	+2,099	New	+$207K	0.05%	74
2023 Q3	–	Sell	-2,099	Closed	-$205K	–	76
2023 Q2	$205K	Buy	+2,099	New	+$193K	0.05%	74
2022 Q2	–	Sell	-2,000	Closed	-$211K	–	78
2022 Q1	$211K	Hold	2,000	–	–	0.07%	82
2021 Q4	$231K	Hold	2,000	–	–	0.07%	99
2021 Q3	$205K	Hold	2,000	–	–	0.07%	103
2021 Q2	$207K	Buy	+2,000	New	+$193K	0.06%	115

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Element Pointe Advisors's IUSG Position: Q1 2026 in Review

Element Pointe Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 2,373 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #62.

Element Pointe Advisors first reported a position in IUSG in Q2 2021 and has held it in 15 quarters since. The position peaked at $399K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Element Pointe Advisors held 2,373 shares of iShares Core S&P US Growth ETF worth $368K as of Q1 2026.
Element Pointe Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.07% of Element Pointe Advisors's portfolio in Q1 2026, its #62 holding.
Element Pointe Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 15 quarters since.
Element Pointe Advisors's iShares Core S&P US Growth ETF position peaked at $399K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Element Pointe Advisors's 13F filing for Q1 2026, filed 7 May 2026.