HI
IUSG icon

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

Horizon 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
Q1 		$36.8M Buy
237,052
+127,820
+117% +$21M 0.41% 40
2025
Q4 		$18.3M Buy
109,232
+1,387
+1% +$231K 0.23% 75
2025
Q3 		$17.7M Buy
107,845
+11,544
+12% +$1.81M 0.23% 80
2025
Q2 		$14.5M Buy
96,301
+790
+0.8% +$107K 0.23% 71
2025
Q1 		$12.1M Buy
95,511
+238
+0.2% +$32.9K 0.36% 45
2024
Q4 		$13.3M Buy
95,273
+14,748
+18% +$2.02M 0.38% 40
2024
Q3 		$10.6M Sell
80,525
-5,438
-6% -$692K 0.28% 40
2024
Q2 		$11M Buy
85,963
+2,812
+3% +$335K 0.3% 43
2024
Q1 		$9.75M Buy
83,151
+2,821
+4% +$314K 0.26% 56
2023
Q4 		$8.36M Buy
80,330
+7,275
+10% +$717K 0.23% 56
2023
Q3 		$6.93M Buy
73,055
+4,657
+7% +$457K 0.21% 61
2023
Q2 		$6.68M Buy
68,398
+14,524
+27% +$1.33M 0.19% 60
2023
Q1 		$4.78M Buy
53,874
+5,823
+12% +$496K 0.14% 69
2022
Q4 		$3.92M Buy
48,051
+20,410
+74% +$1.71M 0.11% 87
2022
Q3 		$2.22M Buy
27,641
+15,666
+131% +$1.41M 0.07% 104
2022
Q2 		$1M Buy
+11,975
New +$1.1M 0.03% 181
2016
Q3 		– Sell
-60,454
Closed -$2.47M – 136
2016
Q2 		$2.47M Buy
+60,454
New +$2.45M 0.19% 47

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $208B AUM 16.12% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Investments's IUSG Position: Q1 2026 in Review

Horizon Investments increased its iShares Core S&P US Growth ETF (IUSG) stake by 117% in Q1 2026, buying an estimated $21M and bringing the position to 237,052 shares worth $36.8M. The position accounts for 0.41% of the portfolio, ranked #40.

Horizon Investments first reported a position in IUSG in Q2 2016 and has held it in 17 quarters since. 864 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Horizon Investments held 237,052 shares of iShares Core S&P US Growth ETF worth $36.8M as of Q1 2026.
  • Horizon Investments bought 127,820 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $21M.
  • iShares Core S&P US Growth ETF made up 0.41% of Horizon Investments's portfolio in Q1 2026, its #40 holding.
  • Horizon Investments first reported a position in iShares Core S&P US Growth ETF in Q2 2016 and has held it in 17 quarters since.
  • 864 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.