HRT Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

HRT Financial’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	$7.9M	Buy	42,000 +5,773	+16%	+$1.04M	0.01%	890
2026 Q1	$5.62M	Buy	+36,227	New	+$5.96M	0.01%	927
2025 Q2	–	Sell	-3,829	Closed	-$486K	–	3093
2025 Q1	$486K	Buy	+3,829	New	+$529K	﹤0.01%	1473
2023 Q1	–	Sell	-25,287	Closed	-$2.06M	–	2818
2022 Q4	$2.06M	Sell	25,287 -12,101	-32%	-$1.01M	0.03%	578
2022 Q3	$3M	Sell	37,388 -329	-0.9%	-$29.6K	0.03%	462
2022 Q2	$3.16M	Sell	37,717 -4,618	-11%	-$423K	0.03%	400
2022 Q1	$4.47M	Sell	42,335 -4,222	-9%	-$439K	0.03%	325
2021 Q4	$5.38M	Buy	+46,557	New	+$5.19M	0.03%	264
2021 Q2	–	Sell	-44,560	Closed	-$4.04M	–	3170
2021 Q1	$4.04M	Buy	+44,560	New	+$4.02M	0.04%	332
2020 Q2	–	Sell	-3,509	Closed	-$200K	–	1638
2020 Q1	$200K	Buy	+3,509	New	+$231K	0.01%	581

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

HRT Financial's IUSG Position: Q2 2026 in Review

HRT Financial increased its iShares Core S&P US Growth ETF (IUSG) stake by 16% in Q2 2026, buying an estimated $1.04M and bringing the position to 42,000 shares worth $7.9M. The position accounts for 0.01% of the portfolio, ranked #890.

HRT Financial first reported a position in IUSG in Q1 2020 and has held it in 10 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

HRT Financial held 42,000 shares of iShares Core S&P US Growth ETF worth $7.9M as of Q2 2026.
HRT Financial bought 5,773 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.04M.
iShares Core S&P US Growth ETF made up 0.01% of HRT Financial's portfolio in Q2 2026, its #890 holding.
HRT Financial first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 10 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.