Halbert Hargrove Global Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Halbert Hargrove Global Advisors’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	$27.3K	Hold	145	–	–	﹤0.01%	247
2026 Q1	$22.5K	Hold	145	–	–	﹤0.01%	241
2025 Q4	$24.4K	Hold	145	–	–	﹤0.01%	240
2025 Q3	$23.9K	Buy	+145	New	+$22.8K	﹤0.01%	238
2022 Q2	–	Sell	-2,249	Closed	-$238K	–	163
2022 Q1	$238K	Buy	2,249 +4	+0.2%	+$416	0.02%	143
2021 Q4	$260K	Buy	2,245 +3	+0.1%	+$334	0.02%	129
2021 Q3	$230K	Buy	2,242 +5	+0.2%	+$528	0.02%	129
2021 Q2	$226K	Buy	2,237 +3	+0.1%	+$289	0.01%	135
2021 Q1	$203K	Buy	+2,234	New	+$201K	0.01%	126

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 $103B AUM 28.65% 1-Year Est. Return

Halbert Hargrove Global Advisors's IUSG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 145 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Halbert Hargrove Global Advisors first reported a position in IUSG in Q1 2021 and has held it in 9 quarters since. The position peaked at $260K in Q4 2021. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Halbert Hargrove Global Advisors held 145 shares of iShares Core S&P US Growth ETF worth $27.3K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #247 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 9 quarters since.
Halbert Hargrove Global Advisors's iShares Core S&P US Growth ETF position peaked at $260K in Q4 2021.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.