Equitable Holdings’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Equitable Holdings’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	$49.8M	Buy	265,006 +16,925	+7%	+$3.06M	0.3%	72
2026 Q1	$41.7M	Sell	248,081 -28,352	-10%	-$4.67M	0.27%	79
2025 Q4	$46.4M	Buy	276,433 +9,287	+3%	+$1.55M	0.32%	70
2025 Q3	$44M	Buy	267,146 +15,247	+6%	+$2.39M	0.32%	66
2025 Q2	$37.9M	Buy	251,899 +4,438	+2%	+$602K	0.31%	71
2025 Q1	$31.4M	Sell	247,461 -17,430	-7%	-$2.41M	0.3%	77
2024 Q4	$36.9M	Buy	264,891 +15,361	+6%	+$2.11M	0.35%	63
2024 Q3	$32.9M	Sell	249,530 -1,232	-0.5%	-$157K	0.32%	70
2024 Q2	$32M	Buy	250,762 +7,075	+3%	+$844K	0.34%	62
2024 Q1	$28.6M	Sell	243,687 -1,619	-0.7%	-$180K	0.32%	69
2023 Q4	$25.5M	Buy	245,306 +4,588	+2%	+$452K	0.32%	70
2023 Q3	$22.8M	Buy	240,718 +3,352	+1%	+$329K	0.33%	69
2023 Q2	$23.2M	Buy	237,366 +56,747	+31%	+$5.2M	0.33%	69
2023 Q1	$16M	Buy	180,619 +12,934	+8%	+$1.1M	0.26%	81
2022 Q4	$13.7M	Buy	167,685 +7,358	+5%	+$615K	0.24%	85
2022 Q3	$12.9M	Buy	160,327 +8,187	+5%	+$737K	0.25%	81
2022 Q2	$12.7M	Buy	152,140 +9,523	+7%	+$873K	0.24%	80
2022 Q1	$15.1M	Buy	142,617 +5,514	+4%	+$573K	0.25%	76
2021 Q4	$15.9M	Buy	137,103 +5,856	+4%	+$653K	0.25%	73
2021 Q3	$13.4M	Buy	131,247 +25,899	+25%	+$2.74M	0.23%	75
2021 Q2	$10.6M	Buy	105,348 +9,528	+10%	+$918K	0.18%	83
2021 Q1	$8.7M	Sell	95,820 -2,521	-3%	-$227K	0.18%	90
2020 Q4	$8.72M	Buy	98,341 +601	+0.6%	+$50.6K	0.2%	83
2020 Q3	$7.82M	Buy	97,740 +710	+0.7%	+$55.6K	0.2%	77
2020 Q2	$6.97M	Buy	97,030 +4,578	+5%	+$304K	0.2%	85
2020 Q1	$5.28M	Buy	92,452 +11,227	+14%	+$739K	0.19%	86
2019 Q4	$5.49M	Buy	+81,225	New	+$5.26M	0.16%	95

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

Equitable Holdings's IUSG Position: Q2 2026 in Review

Equitable Holdings increased its iShares Core S&P US Growth ETF (IUSG) stake by 6.8% in Q2 2026, buying an estimated $3.06M and bringing the position to 265,006 shares worth $49.8M. The position accounts for 0.3% of the portfolio, ranked #72.

Equitable Holdings first reported a position in IUSG in Q4 2019 and has held it in 27 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Equitable Holdings held 265,006 shares of iShares Core S&P US Growth ETF worth $49.8M as of Q2 2026.
Equitable Holdings bought 16,925 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.06M.
iShares Core S&P US Growth ETF made up 0.3% of Equitable Holdings's portfolio in Q2 2026, its #72 holding.
Equitable Holdings first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 27 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.