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

Griffin 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	$238K	Buy	+1,268	New	+$229K	0.03%	207
2026 Q1	–	Sell	-1,268	Closed	-$213K	–	239
2025 Q4	$213K	Hold	1,268	–	–	0.02%	222
2025 Q3	$209K	Buy	+1,268	New	+$199K	0.02%	210

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

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

Griffin Asset Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,268 shares worth $238K. The stake represents 0.03% of the portfolio and ranks #207 among its holdings. This is a return to the name: Griffin Asset Management previously reported a position in IUSG as recently as Q4 2025.

Griffin Asset Management first reported a position in IUSG in Q3 2025 and has held it in 3 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Griffin Asset Management held 1,268 shares of iShares Core S&P US Growth ETF worth $238K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Griffin Asset Management position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of Griffin Asset Management's portfolio in Q2 2026, its #207 holding.
Griffin Asset Management first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and has held it in 3 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Griffin Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.