Essential Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Essential Partners’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	–	Sell	-383	Closed	-$64.3K	–	2924
2025 Q4	$64.3K	Buy	+383	New	+$63.9K	0.02%	549

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 22.9% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Essential Partners's IUSG Position: Q1 2026 in Review

Essential Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 383 shares — an estimated $64.3K sold.

Essential Partners first reported a position in IUSG in Q4 2025 and held it in 1 quarter. The position peaked at $64.3K in Q4 2025. 869 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Essential Partners reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Essential Partners sold 383 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $64.3K.
Essential Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and held it in 1 quarter.
Essential Partners's iShares Core S&P US Growth ETF position peaked at $64.3K in Q4 2025.
869 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.