Ellevest Inc
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
Q3 		$460K Buy
2,376
+17
+0.7% +$3.22K 0.05% 267
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

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Blue Trust Inc
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ellevest Inc's IUSG Position: Q3 2026 in Review

Ellevest Inc increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.72% in Q3 2026, buying an estimated $3.22K and bringing the position to 2,376 shares worth $460K. The position accounts for 0.05% of the portfolio, ranked #267.

Ellevest Inc first reported a position in IUSG in Q4 2020 and has held it in 24 quarters since. The position peaked at $611K in Q3 2024. 635 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Ellevest Inc held 2,376 shares of iShares Core S&P US Growth ETF worth $460K as of Q3 2026.
  • Ellevest Inc bought 17 iShares Core S&P US Growth ETF shares in Q3 2026, an estimated $3.22K.
  • iShares Core S&P US Growth ETF made up 0.05% of Ellevest Inc's portfolio in Q3 2026, its #267 holding.
  • Ellevest Inc first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Ellevest Inc's iShares Core S&P US Growth ETF position peaked at $611K in Q3 2024.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.