Harbor Investment Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Harbor Investment Advisory’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	$10.3K	Hold	55	–	–	﹤0.01%	1039
2026 Q1	$8.53K	Sell	55 -11	-17%	-$1.81K	﹤0.01%	933
2025 Q4	$11.1K	Hold	66	–	–	﹤0.01%	918
2025 Q3	$10.9K	Sell	66 -1	-1%	-$157	﹤0.01%	895
2025 Q2	$10.1K	Hold	67	–	–	﹤0.01%	884
2025 Q1	$8.51K	Hold	67	–	–	﹤0.01%	902
2024 Q4	$9.34K	Hold	67	–	–	﹤0.01%	882
2024 Q3	$8.84K	Hold	67	–	–	﹤0.01%	890
2024 Q2	$8.54K	Hold	67	–	–	﹤0.01%	883
2024 Q1	$7.85K	Sell	67 -1	-1%	-$111	﹤0.01%	900
2023 Q4	$7.08K	Hold	68	–	–	﹤0.01%	886
2023 Q3	$6.45K	Sell	68 -2	-3%	-$196	﹤0.01%	882
2023 Q2	$6.83K	Hold	70	–	–	﹤0.01%	1081
2023 Q1	$6.21K	Buy	70 +56	+400%	+$4.77K	﹤0.01%	1094
2022 Q4	$1.14K	Hold	14	–	–	﹤0.01%	1242
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	1284
2022 Q2	$1K	Buy	14 +1	+8%	+$92	﹤0.01%	1301
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	1300
2021 Q4	$2K	Sell	13 -2	-13%	-$223	﹤0.01%	1226
2021 Q3	$2K	Sell	15 -2	-12%	-$211	﹤0.01%	1238
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	1186
2021 Q1	$2K	Sell	17 -2	-11%	-$180	﹤0.01%	1176
2020 Q4	$2K	Buy	+19	New	+$1.6K	﹤0.01%	1106

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 22.9% 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

Harbor Investment Advisory's IUSG Position: Q2 2026 in Review

Harbor Investment Advisory held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 55 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Harbor Investment Advisory first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.1K in Q4 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Harbor Investment Advisory held 55 shares of iShares Core S&P US Growth ETF worth $10.3K as of Q2 2026.
Harbor Investment Advisory 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 Harbor Investment Advisory's portfolio in Q2 2026, its #1039 holding.
Harbor Investment Advisory first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
Harbor Investment Advisory's iShares Core S&P US Growth ETF position peaked at $11.1K in Q4 2025.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.