Envestnet Asset Management
IUSG icon

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

Envestnet 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
Q1 		$445M Buy
2,868,030
+564,281
+24% +$92.9M 0.12% 149
2025
Q4 		$387M Buy
2,303,749
+52,797
+2% +$8.81M 0.11% 152
2025
Q3 		$370M Buy
2,250,952
+200,984
+10% +$31.6M 0.11% 171
2025
Q2 		$308M Buy
2,049,968
+32,376
+2% +$4.39M 0.09% 205
2025
Q1 		$256M Sell
2,017,592
-15,344
-0.8% -$2.12M 0.08% 229
2024
Q4 		$283M Sell
2,032,936
-127,617
-6% -$17.5M 0.09% 198
2024
Q3 		$285M Buy
2,160,553
+97,711
+5% +$12.4M 0.09% 200
2024
Q2 		$263M Buy
2,062,842
+133,723
+7% +$16M 0.09% 205
2024
Q1 		$226M Buy
1,929,119
+622,742
+48% +$69.3M 0.08% 234
2023
Q4 		$136M Sell
1,306,377
-61,807
-5% -$6.09M 0.06% 324
2023
Q3 		$130M Sell
1,368,184
-15,366
-1% -$1.51M 0.06% 305
2023
Q2 		$135M Buy
1,383,550
+53,504
+4% +$4.91M 0.06% 272
2023
Q1 		$118M Buy
1,330,046
+21,518
+2% +$1.83M 0.06% 292
2022
Q4 		$107M Sell
1,308,528
-309,686
-19% -$25.9M 0.06% 304
2022
Q3 		$130M Buy
1,618,214
+125,147
+8% +$11.3M 0.07% 228
2022
Q2 		$125M Buy
1,493,067
+279,243
+23% +$25.6M 0.07% 244
2022
Q1 		$128M Buy
1,213,824
+51,166
+4% +$5.32M 0.06% 256
2021
Q4 		$134M Buy
1,162,658
+55,021
+5% +$6.13M 0.07% 251
2021
Q3 		$113M Sell
1,107,637
-6,126
-0.6% -$647K 0.06% 263
2021
Q2 		$112M Sell
1,113,763
-31,225
-3% -$3.01M 0.06% 247
2021
Q1 		$104M Buy
1,144,988
+28,311
+3% +$2.55M 0.07% 234
2020
Q4 		$99M Buy
1,116,677
+104,564
+10% +$8.8M 0.07% 207
2020
Q3 		$80.9M Sell
1,012,113
-143,038
-12% -$11.2M 0.07% 210
2020
Q2 		$83M Buy
1,155,151
+7,653
+0.7% +$508K 0.08% 197
2020
Q1 		$65.5M Buy
1,147,498
+98,285
+9% +$6.47M 0.08% 200
2019
Q4 		$71M Sell
1,049,213
-1,051,978
-50% -$68.2M 0.07% 199
2019
Q3 		$132M Buy
2,101,191
+99,463
+5% +$6.29M 0.14% 117
2019
Q2 		$125M Buy
2,001,728
+235,890
+13% +$14.5M 0.16% 104
2019
Q1 		$107M Buy
1,765,838
+239,609
+16% +$13.7M 0.15% 109
2018
Q4 		$80.4M Buy
1,526,229
+755,328
+98% +$42.8M 0.12% 128
2018
Q3 		$47.9M Buy
770,901
+39,616
+5% +$2.39M 0.08% 110
2018
Q2 		$41.8M Buy
731,285
+48,128
+7% +$2.72M 0.1% 105
2018
Q1 		$37.4M Buy
683,157
+210,704
+45% +$11.8M 0.11% 89
2017
Q4 		$25.4M Buy
472,453
+155,544
+49% +$8.18M 0.06% 175
2017
Q3 		$16M Buy
316,909
+146,406
+86% +$7.26M 0.04% 274
2017
Q2 		$8.22M Buy
170,503
+144,065
+545% +$6.88M 0.02% 423
2017
Q1 		$1.23M Sell
26,438
-21,825
-45% -$988K ﹤0.01% 1128
2016
Q4 		$2.07M Buy
48,263
+17,687
+58% +$750K 0.01% 904
2016
Q3 		$1.3M Sell
30,576
-1,878
-6% -$79.7K 0.01% 1125
2016
Q2 		$1.32M Buy
32,454
+8,260
+34% +$335K 0.01% 1205
2016
Q1 		$981K Sell
24,194
-72,362
-75% -$2.78M ﹤0.01% 1318
2015
Q4 		$3.92M Buy
96,556
+82,290
+577% +$3.35M 0.02% 674
2015
Q3 		$542K Buy
14,266
+6,924
+94% +$279K ﹤0.01% 1569
2015
Q2 		$299K Buy
7,342
+272
+4% +$11.2K ﹤0.01% 1953
2015
Q1 		$287K Buy
7,070
+7,040
+23,467% +$281K ﹤0.01% 1802
2014
Q4 		$1K Buy
+30
New +$1.15K ﹤0.01% 2396
2014
Q1 		– Sell
-42,040
Closed -$1.48M – 2599
2013
Q4 		$1.48M Buy
42,040
+9,612
+30% +$324K 0.02% 354
2013
Q3 		$1.04M Buy
+32,428
New +$1.02M 0.01% 401

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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Envestnet Asset Management's IUSG Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 24% in Q1 2026, buying an estimated $92.9M and bringing the position to 2,868,030 shares worth $445M. The position accounts for 0.12% of the portfolio, ranked #149.

Envestnet Asset Management first reported a position in IUSG in Q3 2013 and has held it in 48 quarters since. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Envestnet Asset Management held 2,868,030 shares of iShares Core S&P US Growth ETF worth $445M as of Q1 2026.
  • Envestnet Asset Management bought 564,281 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $92.9M.
  • iShares Core S&P US Growth ETF made up 0.12% of Envestnet Asset Management's portfolio in Q1 2026, its #149 holding.
  • Envestnet Asset Management first reported a position in iShares Core S&P US Growth ETF in Q3 2013 and has held it in 48 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.