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EP Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

EP Wealth 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
Q2 		$4.08M Buy
21,686
+4,569
+27% +$825K 0.02% 423
2026
Q1 		$2.66M Sell
17,117
-1,999
-10% -$329K 0.01% 419
2025
Q4 		$3.21M Buy
+19,116
New +$3.19M 0.02% 355
2025
Q2 		$10.1M Buy
67,087
+51,442
+329% +$6.97M 0.07% 181
2025
Q1 		$1.99M Buy
15,645
+97
+0.6% +$13.4K 0.02% 371
2024
Q4 		$2.17M Buy
15,548
+1,455
+10% +$200K 0.02% 343
2024
Q3 		$1.86M Sell
14,093
-1
-0% -$127 0.02% 371
2024
Q2 		$1.8M Buy
14,094
+954
+7% +$114K 0.02% 296
2024
Q1 		$1.54M Buy
13,140
+930
+8% +$103K 0.02% 304
2023
Q4 		$1.27M Sell
12,210
-220
-2% -$21.7K 0.02% 329
2023
Q3 		$1.18M Sell
12,430
-5,277
-30% -$518K 0.02% 302
2023
Q2 		$1.34M Buy
17,707
+13,680
+340% +$1.25M 0.02% 290
2023
Q1 		$980K Sell
4,027
-8,814
-69% -$751K 0.02% 306
2022
Q4 		$1.05M Sell
12,841
-258
-2% -$21.6K 0.02% 276
2022
Q3 		$1.05M Sell
13,099
-314
-2% -$28.3K 0.02% 231
2022
Q2 		$1.12M Buy
13,413
+88
+0.7% +$8.07K 0.03% 245
2022
Q1 		$1.41M Sell
13,325
-7
-0.1% -$727 0.03% 228
2021
Q4 		$1.54M Sell
13,332
-106
-0.8% -$11.8K 0.04% 210
2021
Q3 		$1.38M Sell
13,438
-188
-1% -$19.9K 0.04% 205
2021
Q2 		$1.38M Sell
13,626
-485
-3% -$46.7K 0.04% 214
2021
Q1 		$1.28M Sell
14,111
-392
-3% -$35.3K 0.04% 211
2020
Q4 		$1.29M Buy
+14,503
New +$1.22M 0.05% 168
2020
Q3 		– Sell
-14,446
Closed -$1.04M – 363
2020
Q2 		$1.04M Hold
14,446
– – 0.04% 172
2020
Q1 		$825K Buy
14,446
+265
+2% +$17.4K 0.04% 193
2019
Q4 		$959K Buy
+14,181
New +$919K 0.04% 199

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

EP Wealth Advisors's IUSG Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 27% in Q2 2026, buying an estimated $825K and bringing the position to 21,686 shares worth $4.08M. The position accounts for 0.02% of the portfolio, ranked #423.

EP Wealth Advisors first reported a position in IUSG in Q4 2019 and has held it in 25 quarters since. The position peaked at $10.1M in Q2 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • EP Wealth Advisors held 21,686 shares of iShares Core S&P US Growth ETF worth $4.08M as of Q2 2026.
  • EP Wealth Advisors bought 4,569 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $825K.
  • iShares Core S&P US Growth ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #423 holding.
  • EP Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • EP Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $10.1M in Q2 2025.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.