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

Gotham 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	$21M	Buy	135,676 +79,766	+143%	+$13.1M	0.06%	446
2025 Q4	$9.39M	Buy	55,910 +40,328	+259%	+$6.73M	0.03%	652
2025 Q3	$2.56M	Buy	15,582 +2,200	+16%	+$346K	0.01%	941
2025 Q2	$2.01M	Buy	13,382 +827	+7%	+$112K	0.01%	929
2025 Q1	$1.6M	Sell	12,555 -909	-7%	-$126K	0.01%	870
2024 Q4	$1.88M	Hold	13,464	–	–	0.02%	742
2024 Q3	$1.78M	Sell	13,464 -356	-3%	-$45.3K	0.02%	757
2024 Q2	$1.76M	Sell	13,820 -130	-0.9%	-$15.5K	0.02%	722
2024 Q1	$1.64M	Buy	+13,950	New	+$1.55M	0.02%	709

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 $9.54B AUM 19.86% 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

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

Gotham Asset Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 143% in Q1 2026, buying an estimated $13.1M and bringing the position to 135,676 shares worth $21M. The position accounts for 0.06% of the portfolio, ranked #446.

Gotham Asset Management first reported a position in IUSG in Q1 2024 and has held it in 9 quarters since. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Gotham Asset Management held 135,676 shares of iShares Core S&P US Growth ETF worth $21M as of Q1 2026.
Gotham Asset Management bought 79,766 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $13.1M.
iShares Core S&P US Growth ETF made up 0.06% of Gotham Asset Management's portfolio in Q1 2026, its #446 holding.
Gotham Asset Management first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 9 quarters since.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.