Financial Perspectives’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Financial Perspectives’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	$390K	Buy	2,071 +2	+0.1%	+$361	0.09%	120
2026 Q1	$321K	Buy	2,069 +2	+0.1%	+$329	0.09%	127
2025 Q4	$347K	Buy	2,067 +2	+0.1%	+$334	0.09%	121
2025 Q3	$340K	Buy	2,065 +3	+0.1%	+$471	0.09%	118
2025 Q2	$310K	Buy	2,062 +2	+0.1%	+$271	0.09%	117
2025 Q1	$262K	Sell	2,060 -23	-1%	-$3.18K	0.09%	119
2024 Q4	$290K	Buy	2,083 +3	+0.1%	+$412	0.1%	114
2024 Q3	$274K	Buy	2,080 +3	+0.1%	+$382	0.1%	119
2024 Q2	$265K	Sell	2,077 -54	-3%	-$6.44K	0.1%	115
2024 Q1	$250K	Buy	2,131 +43	+2%	+$4.78K	0.09%	121
2023 Q4	$217K	Buy	2,088 +49	+2%	+$4.83K	0.09%	140
2023 Q3	$193K	Hold	2,039	–	–	0.09%	130
2023 Q2	$199K	Buy	2,039 +3	+0.1%	+$275	0.09%	131
2023 Q1	$181K	Buy	2,036 +6	+0.3%	+$511	0.09%	131
2022 Q4	$165K	Buy	2,030 +4	+0.2%	+$334	0.08%	135
2022 Q3	$162K	Buy	2,026 +5	+0.2%	+$450	0.09%	131
2022 Q2	$169K	Buy	2,021 +28	+1%	+$2.57K	0.1%	128
2022 Q1	$211K	Buy	1,993 +3	+0.2%	+$312	0.1%	125
2021 Q4	$230K	Buy	1,990 +24	+1%	+$2.68K	0.11%	111
2021 Q3	$201K	Buy	1,966 +841	+75%	+$88.8K	0.1%	119
2021 Q2	$114K	Buy	1,125 +1	+0.1%	+$96	0.06%	174
2021 Q1	$102K	Buy	1,124 +225	+25%	+$20.3K	0.05%	176
2020 Q4	$79.7K	Buy	899 +72	+9%	+$6.06K	0.05%	187
2020 Q3	$66.1K	Buy	827 +1	+0.1%	+$78	0.04%	178
2020 Q2	$59.4K	Buy	826 +60	+8%	+$3.99K	0.04%	175
2020 Q1	$43.7K	Buy	766 +2	+0.3%	+$132	0.04%	175
2019 Q4	$51.7K	Buy	+764	New	+$49.5K	0.04%	176

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

Financial Perspectives's IUSG Position: Q2 2026 in Review

Financial Perspectives increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.1% in Q2 2026, buying an estimated $361 and bringing the position to 2,071 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #120.

Financial Perspectives first reported a position in IUSG in Q4 2019 and has held it in 27 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Financial Perspectives held 2,071 shares of iShares Core S&P US Growth ETF worth $390K as of Q2 2026.
Financial Perspectives bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
iShares Core S&P US Growth ETF made up 0.09% of Financial Perspectives's portfolio in Q2 2026, its #120 holding.
Financial Perspectives first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 27 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.