Greenwood Gearhart’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Greenwood Gearhart’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	$408K	Sell	2,171 -260	-11%	-$47K	0.02%	116
2026 Q1	$377K	Sell	2,431 -500	-17%	-$82.3K	0.02%	97
2025 Q4	$492K	Sell	2,931 -687	-19%	-$115K	0.03%	84
2025 Q3	$595K	Sell	3,618 -360	-9%	-$56.5K	0.03%	79
2025 Q2	$598K	Buy	3,978 +57	+1%	+$7.73K	0.04%	76
2025 Q1	$498K	Sell	3,921 -47	-1%	-$6.5K	0.03%	80
2024 Q4	$553K	Sell	3,968 -324	-8%	-$44.5K	0.04%	87
2024 Q3	$566K	Hold	4,292	–	–	0.05%	72
2024 Q2	$547K	Hold	4,292	–	–	0.05%	70
2024 Q1	$503K	Sell	4,292 -63	-1%	-$7.01K	0.05%	73
2023 Q4	$453K	Sell	4,355 -453	-9%	-$44.6K	0.05%	73
2023 Q3	$456K	Hold	4,808	–	–	0.05%	75
2023 Q2	$469K	Buy	4,808 +888	+23%	+$81.4K	0.05%	72
2023 Q1	$348K	Sell	3,920 -15	-0.4%	-$1.28K	0.04%	76
2022 Q4	$321K	Hold	3,935	–	–	0.05%	85
2022 Q3	$316K	Buy	+3,935	New	+$354K	0.05%	77

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

Greenwood Gearhart's IUSG Position: Q2 2026 in Review

Greenwood Gearhart reduced its iShares Core S&P US Growth ETF (IUSG) stake by 11% in Q2 2026, selling an estimated $47K and leaving 2,171 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #116.

Greenwood Gearhart first reported a position in IUSG in Q3 2022 and has held it in 16 quarters since. The position peaked at $598K in Q2 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Greenwood Gearhart held 2,171 shares of iShares Core S&P US Growth ETF worth $408K as of Q2 2026.
Greenwood Gearhart sold 260 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $47K.
iShares Core S&P US Growth ETF made up 0.02% of Greenwood Gearhart's portfolio in Q2 2026, its #116 holding.
Greenwood Gearhart first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 16 quarters since.
Greenwood Gearhart's iShares Core S&P US Growth ETF position peaked at $598K in Q2 2025.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.