First American Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

First American Trust’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	$446K	Hold	2,370	–	–	0.03%	215
2026 Q1	$368K	Hold	2,370	–	–	0.02%	214
2025 Q4	$398K	Sell	2,370 -1,900	-44%	-$317K	0.03%	203
2025 Q3	$703K	Sell	4,270 -5,950	-58%	-$935K	0.05%	157
2025 Q2	$1.54M	Hold	10,220	–	–	0.12%	124
2025 Q1	$1.3M	Buy	+10,220	New	+$1.41M	0.12%	119

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

First American Trust's IUSG Position: Q2 2026 in Review

First American Trust held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,370 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #215.

First American Trust first reported a position in IUSG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.54M in Q2 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

First American Trust held 2,370 shares of iShares Core S&P US Growth ETF worth $446K as of Q2 2026.
First American Trust left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of First American Trust's portfolio in Q2 2026, its #215 holding.
First American Trust first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 6 quarters since.
First American Trust's iShares Core S&P US Growth ETF position peaked at $1.54M in Q2 2025.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.