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

Fidelis Capital 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 		$408K Hold
2,630
– – 0.03% 350
2025
Q4 		$442K Hold
2,630
– – 0.03% 335
2025
Q3 		$433K Buy
+2,630
New +$413K 0.03% 333

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $208B AUM 16.12% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelis Capital Partners's IUSG Position: Q1 2026 in Review

Fidelis Capital Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 2,630 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #350.

Fidelis Capital Partners first reported a position in IUSG in Q3 2025 and has held it in 3 quarters since. The position peaked at $442K in Q4 2025. 864 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Fidelis Capital Partners held 2,630 shares of iShares Core S&P US Growth ETF worth $408K as of Q1 2026.
  • Fidelis Capital Partners left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Growth ETF made up 0.03% of Fidelis Capital Partners's portfolio in Q1 2026, its #350 holding.
  • Fidelis Capital Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Fidelis Capital Partners's iShares Core S&P US Growth ETF position peaked at $442K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.