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

Inscription 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	$1.32M	Hold	7,031	–	–	0.12%	161
2026 Q1	$1.09M	Hold	7,031	–	–	0.11%	168
2025 Q4	$1.18M	Hold	7,031	–	–	0.12%	155
2025 Q3	$1.16M	Buy	7,031 +31	+0.4%	+$4.87K	0.12%	152
2025 Q2	$1.05M	Hold	7,000	–	–	0.15%	105
2025 Q1	$820K	Buy	+7,000	New	+$968K	0.14%	119
2024 Q3	$923K	Hold	7,000	–	–	0.14%	118
2024 Q2	$892K	Hold	7,000	–	–	0.14%	113
2024 Q1	$820K	Hold	7,000	–	–	0.14%	119
2023 Q4	$729K	Hold	7,000	–	–	0.2%	87
2023 Q3	$664K	Hold	7,000	–	–	0.22%	81
2023 Q2	$683K	Hold	7,000	–	–	0.21%	79
2023 Q1	$621K	Hold	7,000	–	–	0.16%	101
2022 Q4	$571K	Hold	7,000	–	–	0.2%	95
2022 Q3	$561K	Hold	7,000	–	–	0.16%	102
2022 Q2	$586K	Hold	7,000	–	–	0.11%	135
2022 Q1	$740K	Hold	7,000	–	–	0.21%	96
2021 Q4	$809K	Hold	7,000	–	–	0.22%	91
2021 Q3	$717K	Buy	+7,000	New	+$739K	0.22%	94

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 22.96% 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 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 $103B AUM 28.65% 1-Year Est. Return

Inscription Capital's IUSG Position: Q2 2026 in Review

Inscription Capital held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 7,031 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #161.

Inscription Capital first reported a position in IUSG in Q3 2021 and has held it in 19 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Inscription Capital held 7,031 shares of iShares Core S&P US Growth ETF worth $1.32M as of Q2 2026.
Inscription Capital left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.12% of Inscription Capital's portfolio in Q2 2026, its #161 holding.
Inscription Capital first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 19 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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