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

First National 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	$257K	Buy	+1,366	New	+$247K	0.01%	344
2018 Q1	–	Sell	-10,627	Closed	-$571K	–	331
2017 Q4	$571K	Buy	+10,627	New	+$559K	0.06%	216

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 22.9% 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 National Trust's IUSG Position: Q2 2026 in Review

First National Trust opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,366 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: First National Trust previously reported a position in IUSG as recently as Q4 2017.

First National Trust first reported a position in IUSG in Q4 2017 and has held it in 2 quarters since. The position peaked at $571K in Q4 2017. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

First National Trust held 1,366 shares of iShares Core S&P US Growth ETF worth $257K as of Q2 2026.
iShares Core S&P US Growth ETF was a new First National Trust position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of First National Trust's portfolio in Q2 2026, its #344 holding.
First National Trust first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 2 quarters since.
First National Trust's iShares Core S&P US Growth ETF position peaked at $571K in Q4 2017.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.