EI
IUSG icon

Ellevest Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ellevest Inc’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 		$444K Sell
2,359
-65
-3% -$11.7K 0.05% 284
2026
Q1 		$376K Sell
2,424
-66
-3% -$10.9K 0.05% 282
2025
Q4 		$418K Sell
2,490
-75
-3% -$12.5K 0.06% 259
2025
Q3 		$422K Sell
2,565
-89
-3% -$14K 0.06% 256
2025
Q2 		$399K Hold
2,654
– – 0.06% 241
2025
Q1 		$337K Hold
2,654
– – 0.02% 267
2024
Q4 		$370K Sell
2,654
-1,979
-43% -$272K 0.02% 268
2024
Q3 		$611K Buy
4,633
+1,979
+75% +$252K 0.03% 173
2024
Q2 		$338K Hold
2,654
– – 0.02% 299
2024
Q1 		$311K Hold
2,654
– – 0.02% 302
2023
Q4 		$276K Hold
2,654
– – 0.02% 309
2023
Q3 		$252K Sell
2,654
-306
-10% -$30K 0.02% 292
2023
Q2 		$289K Buy
2,960
+306
+12% +$28.1K 0.02% 281
2023
Q1 		$236K Hold
2,654
– – 0.02% 285
2022
Q4 		$216K Sell
2,654
-499
-16% -$41.7K 0.02% 285
2022
Q3 		$253K Buy
3,153
+499
+19% +$44.9K 0.02% 228
2022
Q2 		$222K Hold
2,654
– – 0.02% 261
2022
Q1 		$280K Hold
2,654
– – 0.02% 254
2021
Q4 		$307K Hold
2,654
– – 0.03% 204
2021
Q3 		$272K Hold
2,654
– – 0.03% 214
2021
Q2 		$268K Hold
2,654
– – 0.03% 191
2021
Q1 		$241K Hold
2,654
– – 0.03% 178
2020
Q4 		$235K Buy
+2,654
New +$223K 0.03% 130

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

Ellevest Inc's IUSG Position: Q2 2026 in Review

Ellevest Inc reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.7% in Q2 2026, selling an estimated $11.7K and leaving 2,359 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #284.

Ellevest Inc first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. The position peaked at $611K in Q3 2024. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Ellevest Inc held 2,359 shares of iShares Core S&P US Growth ETF worth $444K as of Q2 2026.
  • Ellevest Inc sold 65 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $11.7K.
  • iShares Core S&P US Growth ETF made up 0.05% of Ellevest Inc's portfolio in Q2 2026, its #284 holding.
  • Ellevest Inc first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Ellevest Inc's iShares Core S&P US Growth ETF position peaked at $611K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.