Freestone Capital Holdings’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Freestone Capital Holdings’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	$223K	Sell	1,183 -960	-45%	-$173K	0.01%	553
2026 Q1	$332K	Buy	2,143 +929	+77%	+$153K	0.01%	427
2025 Q4	$204K	Buy	+1,214	New	+$203K	0.01%	511
2021 Q1	–	Sell	-530	Closed	-$47K	–	747
2020 Q4	$47K	Buy	+530	New	+$44.6K	﹤0.01%	579

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

Freestone Capital Holdings's IUSG Position: Q2 2026 in Review

Freestone Capital Holdings reduced its iShares Core S&P US Growth ETF (IUSG) stake by 45% in Q2 2026, selling an estimated $173K and leaving 1,183 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #553.

Freestone Capital Holdings first reported a position in IUSG in Q4 2020 and has held it in 4 quarters since. The position peaked at $332K in Q1 2026. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Freestone Capital Holdings held 1,183 shares of iShares Core S&P US Growth ETF worth $223K as of Q2 2026.
Freestone Capital Holdings sold 960 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $173K.
iShares Core S&P US Growth ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #553 holding.
Freestone Capital Holdings first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 4 quarters since.
Freestone Capital Holdings's iShares Core S&P US Growth ETF position peaked at $332K in Q1 2026.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.