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IUSG icon

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
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 Sell
1,125
-100,959
-99% -$9.73M 0.06% 174
2021
Q1 		$1.12M Buy
102,084
+101,185
+11,255% +$9.12M 0.06% 195
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
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 $377B AUM 19.32% 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 $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
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

Financial Perspectives's IUSG Position: Q1 2026 in Review

Financial Perspectives increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.1% in Q1 2026, buying an estimated $329 and bringing the position to 2,069 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #127.

Financial Perspectives first reported a position in IUSG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.12M in Q1 2021. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Financial Perspectives held 2,069 shares of iShares Core S&P US Growth ETF worth $321K as of Q1 2026.
  • Financial Perspectives bought 2 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $329.
  • iShares Core S&P US Growth ETF made up 0.09% of Financial Perspectives's portfolio in Q1 2026, its #127 holding.
  • Financial Perspectives first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's iShares Core S&P US Growth ETF position peaked at $1.12M in Q1 2021.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.