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IUSG icon

Harbour Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Harbour Investments’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 		$3.54M Buy
18,803
+1,029
+6% +$186K 0.05% 352
2026
Q1 		$2.76M Buy
17,774
+3,462
+24% +$570K 0.04% 399
2025
Q4 		$2.4M Buy
14,312
+12,696
+786% +$2.12M 0.05% 342
2025
Q3 		$266K Buy
1,616
+229
+17% +$36K 0.01% 1117
2025
Q2 		$209K Sell
1,387
-1,867
-57% -$253K 0.01% 1153
2025
Q1 		$413K Buy
3,254
+67
+2% +$9.27K 0.01% 787
2024
Q4 		$444K Buy
3,187
+25
+0.8% +$3.43K 0.01% 726
2024
Q3 		$417K Sell
3,162
-751
-19% -$95.5K 0.01% 732
2024
Q2 		$499K Sell
3,913
-724
-16% -$86.4K 0.02% 601
2024
Q1 		$543K Sell
4,637
-461
-9% -$51.3K 0.02% 562
2023
Q4 		$531K Buy
5,098
+397
+8% +$39.1K 0.02% 520
2023
Q3 		$446K Buy
4,701
+636
+16% +$62.4K 0.02% 521
2023
Q2 		$397K Sell
4,065
-3,066
-43% -$281K 0.02% 562
2023
Q1 		$633K Buy
7,131
+5
+0.1% +$426 0.03% 415
2022
Q4 		$581K Buy
7,126
+151
+2% +$12.6K 0.04% 413
2022
Q3 		$584K Hold
6,975
– – 0.04% 386
2022
Q2 		$584K Buy
+6,975
New +$639K 0.04% 386
2021
Q4 		$796K Sell
6,880
-1,997
-22% -$223K 0.05% 349
2021
Q3 		$909K Buy
8,877
+230
+3% +$24.3K 0.03% 472
2021
Q2 		$873K Sell
8,647
-525
-6% -$50.6K 0.03% 492
2021
Q1 		$833K Buy
+9,172
New +$827K 0.03% 458

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Harbour Investments's IUSG Position: Q2 2026 in Review

Harbour Investments increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.8% in Q2 2026, buying an estimated $186K and bringing the position to 18,803 shares worth $3.54M. The position accounts for 0.05% of the portfolio, ranked #352.

Harbour Investments first reported a position in IUSG in Q1 2021 and has held it in 21 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Harbour Investments held 18,803 shares of iShares Core S&P US Growth ETF worth $3.54M as of Q2 2026.
  • Harbour Investments bought 1,029 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $186K.
  • iShares Core S&P US Growth ETF made up 0.05% of Harbour Investments's portfolio in Q2 2026, its #352 holding.
  • Harbour Investments first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.