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IEQ Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

IEQ Capital’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 		$4.13M Buy
21,976
+437
+2% +$78.9K 0.02% 558
2026
Q1 		$3.34M Buy
21,539
+1,444
+7% +$238K 0.02% 607
2025
Q4 		$3.37M Sell
20,095
-366
-2% -$61K 0.01% 635
2025
Q3 		$3.37M Sell
20,461
-2,894
-12% -$455K 0.01% 598
2025
Q2 		$3.51M Sell
23,355
-5,672
-20% -$769K 0.02% 508
2025
Q1 		$3.69M Buy
29,027
+8,890
+44% +$1.23M 0.03% 416
2024
Q4 		$2.81M Buy
20,137
+77
+0.4% +$10.6K 0.03% 416
2024
Q3 		$2.65M Buy
20,060
+977
+5% +$124K 0.03% 317
2024
Q2 		$2.43M Buy
19,083
+13,021
+215% +$1.55M 0.03% 297
2024
Q1 		$711K Buy
6,062
+39
+0.6% +$4.34K 0.01% 536
2023
Q4 		$627K Buy
6,023
+41
+0.7% +$4.04K 0.01% 523
2023
Q3 		$567K Hold
5,982
– – 0.01% 532
2023
Q2 		$584K Buy
5,982
+14
+0.2% +$1.28K 0.01% 516
2023
Q1 		$530K Sell
5,968
-262
-4% -$22.3K 0.01% 548
2022
Q4 		$508K Buy
6,230
+298
+5% +$24.9K 0.01% 510
2022
Q3 		$476K Buy
5,932
+18
+0.3% +$1.62K 0.01% 542
2022
Q2 		$495K Buy
5,914
+12
+0.2% +$1.1K 0.02% 475
2022
Q1 		$624K Sell
5,902
-153
-3% -$15.9K 0.01% 445
2021
Q4 		$700K Buy
6,055
+1,100
+22% +$123K 0.02% 378
2021
Q3 		$507K Sell
4,955
-46
-0.9% -$4.86K 0.01% 429
2021
Q2 		$505K Buy
5,001
+226
+5% +$21.8K 0.01% 365
2021
Q1 		$434K Buy
+4,775
New +$430K 0.02% 297
2020
Q4 		– Sell
-4,754
Closed -$380K – 306
2020
Q3 		$380K Buy
4,754
+14
+0.3% +$1.1K 0.02% 268
2020
Q2 		$341K Buy
4,740
+12
+0.3% +$797 0.02% 230
2020
Q1 		$270K Buy
4,728
+15
+0.3% +$987 0.02% 295
2019
Q4 		$319K Buy
+4,713
New +$305K 0.03% 303

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

IEQ Capital's IUSG Position: Q2 2026 in Review

IEQ Capital increased its iShares Core S&P US Growth ETF (IUSG) stake by 2% in Q2 2026, buying an estimated $78.9K and bringing the position to 21,976 shares worth $4.13M. The position accounts for 0.02% of the portfolio, ranked #558.

IEQ Capital first reported a position in IUSG in Q4 2019 and has held it in 26 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • IEQ Capital held 21,976 shares of iShares Core S&P US Growth ETF worth $4.13M as of Q2 2026.
  • IEQ Capital bought 437 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $78.9K.
  • iShares Core S&P US Growth ETF made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #558 holding.
  • IEQ Capital first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.