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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forte Asset Management's IUSG Position: Q1 2026 in Review

Forte Asset Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 4,949 shares worth $768K. The position accounts for 0.34% of the portfolio, ranked #55.

Forte Asset Management first reported a position in IUSG in Q2 2022 and has held it in 16 quarters since. The position peaked at $831K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Forte Asset Management held 4,949 shares of iShares Core S&P US Growth ETF worth $768K as of Q1 2026.
Forte Asset Management left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.34% of Forte Asset Management's portfolio in Q1 2026, its #55 holding.
Forte Asset Management first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 16 quarters since.
Forte Asset Management's iShares Core S&P US Growth ETF position peaked at $831K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.