Empirical Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Empirical Asset Management’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	$877K	Sell	4,662 -18	-0.4%	-$3.25K	0.2%	129
2026 Q1	$726K	Sell	4,680 -305	-6%	-$50.2K	0.19%	144
2025 Q4	$837K	Sell	4,985 -909	-15%	-$152K	0.24%	117
2025 Q3	$970K	Buy	5,894 +1	+0%	+$157	0.27%	98
2025 Q2	$886K	Sell	5,893 -9	-0.2%	-$1.22K	0.27%	99
2025 Q1	$750K	Sell	5,902 -2,005	-25%	-$277K	0.26%	111
2024 Q4	$1.1M	Sell	7,907 -167	-2%	-$22.9K	0.37%	77
2024 Q3	$1.07M	Sell	8,074 -292,632	-97%	-$37.2M	0.38%	74
2024 Q2	$1.04M	Buy	300,706 +294,880	+5,061%	+$35.2M	0.39%	62
2024 Q1	$683K	Buy	5,826 +5	+0.1%	+$556	0.33%	82
2023 Q4	$606K	Buy	5,821 +57	+1%	+$5.62K	0.49%	73
2023 Q3	$547K	Sell	5,764 -17	-0.3%	-$1.67K	0.48%	79
2023 Q2	$564K	Sell	5,781 -27	-0.5%	-$2.48K	0.5%	70
2023 Q1	$516K	Sell	5,808 -6	-0.1%	-$511	0.49%	73
2022 Q4	$474K	Sell	5,814 -49	-0.8%	-$4.09K	0.5%	82
2022 Q3	$470K	Sell	5,863 -1	-0%	-$90	0.51%	76
2022 Q2	$491K	Hold	5,864	–	–	0.52%	60
2022 Q1	$620K	Buy	5,864 +100	+2%	+$10.4K	0.59%	54
2021 Q4	$667K	Buy	+5,764	New	+$643K	0.64%	52

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Empirical Asset Management's IUSG Position: Q2 2026 in Review

Empirical Asset Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.38% in Q2 2026, selling an estimated $3.25K and leaving 4,662 shares worth $877K. The position accounts for 0.2% of the portfolio, ranked #129.

Empirical Asset Management first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.1M in Q4 2024. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Empirical Asset Management held 4,662 shares of iShares Core S&P US Growth ETF worth $877K as of Q2 2026.
Empirical Asset Management sold 18 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.25K.
iShares Core S&P US Growth ETF made up 0.2% of Empirical Asset Management's portfolio in Q2 2026, its #129 holding.
Empirical Asset Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
Empirical Asset Management's iShares Core S&P US Growth ETF position peaked at $1.1M in Q4 2024.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.