HL
IUSG icon

HeadInvest LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

HeadInvest LLC’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 		$462K Hold
2,455
– – 0.09% 154
2026
Q1 		$381K Hold
2,455
– – 0.08% 167
2025
Q4 		$412K Hold
2,455
– – 0.08% 159
2025
Q3 		$404K Sell
2,455
-255
-9% -$40.1K 0.08% 161
2025
Q2 		$408K Sell
2,710
-240
-8% -$32.5K 0.09% 158
2025
Q1 		$375K Hold
2,950
– – 0.07% 173
2024
Q4 		$411K Hold
2,950
– – 0.08% 166
2024
Q3 		$389K Hold
2,950
– – 0.07% 169
2024
Q2 		$376K Hold
2,950
– – 0.07% 166
2024
Q1 		$346K Hold
2,950
– – 0.07% 174
2023
Q4 		$307K Hold
2,950
– – 0.06% 180
2023
Q3 		$281K Hold
2,950
– – 0.06% 180
2023
Q2 		$288K Hold
2,950
– – 0.06% 182
2023
Q1 		$262K Hold
2,950
– – 0.06% 192
2022
Q4 		$240K Hold
2,950
– – 0.05% 195
2022
Q3 		$237K Hold
2,950
– – 0.06% 193
2022
Q2 		$247K Hold
2,950
– – 0.06% 194
2022
Q1 		$312K Hold
2,950
– – 0.06% 185
2021
Q4 		$341K Hold
2,950
– – 0.06% 181
2021
Q3 		$302K Hold
2,950
– – 0.06% 185
2021
Q2 		$297K Hold
2,950
– – 0.06% 191
2021
Q1 		$267K Hold
2,950
– – 0.05% 193
2020
Q4 		$262K Hold
2,950
– – 0.06% 182
2020
Q3 		$236K Hold
2,950
– – 0.07% 165
2020
Q2 		$212K Buy
+2,950
New +$196K 0.07% 168

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

HeadInvest LLC's IUSG Position: Q2 2026 in Review

HeadInvest LLC held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,455 shares worth $462K. The position accounts for 0.09% of the portfolio, ranked #154.

HeadInvest LLC first reported a position in IUSG in Q2 2020 and has held it in 25 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • HeadInvest LLC held 2,455 shares of iShares Core S&P US Growth ETF worth $462K as of Q2 2026.
  • HeadInvest LLC left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.09% of HeadInvest LLC's portfolio in Q2 2026, its #154 holding.
  • HeadInvest LLC first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.