Fielder Capital Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Fielder Capital Group’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	$581K	Hold	3,746	–	–	0.13%	110
2025 Q4	$629K	Hold	3,746	–	–	0.13%	94
2025 Q3	$616K	Hold	3,746	–	–	0.14%	97
2025 Q2	$563K	Hold	3,746	–	–	0.15%	94
2025 Q1	$476K	Hold	3,746	–	–	0.14%	101
2024 Q4	$522K	Hold	3,746	–	–	0.16%	96
2024 Q3	$494K	Hold	3,746	–	–	0.16%	92
2024 Q2	$478K	Sell	3,746 -162	-4%	-$19.3K	0.18%	83
2024 Q1	$458K	Hold	3,908	–	–	0.2%	75
2023 Q4	$407K	Buy	+3,908	New	+$385K	0.25%	73

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fielder Capital Group's IUSG Position: Q1 2026 in Review

Fielder Capital Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 3,746 shares worth $581K. The position accounts for 0.13% of the portfolio, ranked #110.

Fielder Capital Group first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $629K in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Fielder Capital Group held 3,746 shares of iShares Core S&P US Growth ETF worth $581K as of Q1 2026.
Fielder Capital Group left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.13% of Fielder Capital Group's portfolio in Q1 2026, its #110 holding.
Fielder Capital Group first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 10 quarters since.
Fielder Capital Group's iShares Core S&P US Growth ETF position peaked at $629K in Q4 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.