International Assets Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

International Assets Investment Management’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	$235K	Buy	1,257 +115	+10%	+$20.8K	0.01%	796
2026 Q1	$179K	Sell	1,142 -78	-6%	-$12.8K	0.01%	840
2025 Q4	$205K	Sell	1,220 -471	-28%	-$78.6K	0.01%	804
2025 Q3	$252K	Hold	1,691	–	–	0.02%	669
2025 Q2	$254K	Sell	1,691 -257	-13%	-$34.8K	0.02%	663
2025 Q1	$248K	Buy	+1,948	New	+$269K	0.02%	628
2024 Q3	–	Sell	-922	Closed	-$118K	–	2221
2024 Q2	$118K	Buy	+922	New	+$110K	0.01%	892

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

International Assets Investment Management's IUSG Position: Q2 2026 in Review

International Assets Investment Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 10% in Q2 2026, buying an estimated $20.8K and bringing the position to 1,257 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #796.

International Assets Investment Management first reported a position in IUSG in Q2 2024 and has held it in 7 quarters since. The position peaked at $254K in Q2 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

International Assets Investment Management held 1,257 shares of iShares Core S&P US Growth ETF worth $235K as of Q2 2026.
International Assets Investment Management bought 115 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $20.8K.
iShares Core S&P US Growth ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #796 holding.
International Assets Investment Management first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 7 quarters since.
International Assets Investment Management's iShares Core S&P US Growth ETF position peaked at $254K in Q2 2025.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.