Forte Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Forte Asset Management’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	$931K	Hold	4,949	–	–	0.38%	58
2026 Q1	$768K	Hold	4,949	–	–	0.34%	55
2025 Q4	$831K	Hold	4,949	–	–	0.38%	53
2025 Q3	$814K	Hold	4,949	–	–	0.39%	52
2025 Q2	$744K	Hold	4,949	–	–	0.38%	47
2025 Q1	$629K	Hold	4,949	–	–	0.32%	50
2024 Q4	$690K	Sell	4,949 -45	-0.9%	-$6.18K	0.37%	46
2024 Q3	$659K	Hold	4,994	–	–	0.35%	47
2024 Q2	$637K	Hold	4,994	–	–	0.38%	43
2024 Q1	$585K	Hold	4,994	–	–	0.35%	42
2023 Q4	$520K	Hold	4,994	–	–	0.36%	41
2023 Q3	$475K	Hold	4,994	–	–	0.32%	39
2023 Q2	$488K	Hold	4,994	–	–	0.32%	43
2023 Q1	$443K	Hold	4,994	–	–	0.29%	45
2022 Q4	$407K	Hold	4,994	–	–	0.27%	51
2022 Q3	$400K	Hold	4,994	–	–	0.27%	53
2022 Q2	$418K	Buy	+4,994	New	+$458K	0.29%	53

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

Forte Asset Management's IUSG Position: Q2 2026 in Review

Forte Asset Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 4,949 shares worth $931K. The position accounts for 0.38% of the portfolio, ranked #58.

Forte Asset Management first reported a position in IUSG in Q2 2022 and has held it in 17 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Forte Asset Management held 4,949 shares of iShares Core S&P US Growth ETF worth $931K as of Q2 2026.
Forte Asset Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.38% of Forte Asset Management's portfolio in Q2 2026, its #58 holding.
Forte Asset Management first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 17 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.