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

Family 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	$151K	Hold	803	–	–	0.02%	285
2026 Q1	$125K	Hold	803	–	–	0.01%	268
2025 Q4	$135K	Hold	803	–	–	0.02%	245
2025 Q3	$132K	Hold	803	–	–	0.02%	225
2025 Q2	$121K	Buy	803 +672	+513%	+$91.1K	0.02%	197
2025 Q1	$16.6K	Hold	131	–	–	﹤0.01%	201
2024 Q4	$18.3K	Hold	131	–	–	﹤0.01%	185
2024 Q3	$17.3K	Hold	131	–	–	﹤0.01%	183
2024 Q2	$16.7K	Hold	131	–	–	﹤0.01%	165
2024 Q1	$15.4K	Buy	+131	New	+$14.6K	﹤0.01%	170

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

Family Management's IUSG Position: Q2 2026 in Review

Family Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 803 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #285.

Family Management first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Family Management held 803 shares of iShares Core S&P US Growth ETF worth $151K as of Q2 2026.
Family Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.02% of Family Management's portfolio in Q2 2026, its #285 holding.
Family Management first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.