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

Everstar 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	$214K	Sell	1,138 -160	-12%	-$28.9K	0.1%	186
2026 Q1	$201K	Buy	+1,298	New	+$214K	0.11%	168
2025 Q4	–	Sell	-3,067	Closed	-$505K	–	195
2025 Q3	$505K	Buy	3,067 +87	+3%	+$13.7K	0.29%	113
2025 Q2	$448K	Buy	+2,980	New	+$404K	0.27%	115

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

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

Everstar Asset Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q2 2026, selling an estimated $28.9K and leaving 1,138 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #186.

Everstar Asset Management first reported a position in IUSG in Q2 2025 and has held it in 4 quarters since. The position peaked at $505K in Q3 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Everstar Asset Management held 1,138 shares of iShares Core S&P US Growth ETF worth $214K as of Q2 2026.
Everstar Asset Management sold 160 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $28.9K.
iShares Core S&P US Growth ETF made up 0.1% of Everstar Asset Management's portfolio in Q2 2026, its #186 holding.
Everstar Asset Management first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 4 quarters since.
Everstar Asset Management's iShares Core S&P US Growth ETF position peaked at $505K in Q3 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.