Investors Research Corp’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Investors Research Corp’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	$1.69M	Buy	8,967 +48	+0.5%	+$8.67K	0.3%	48
2026 Q1	$1.38M	Buy	8,919 +472	+6%	+$77.7K	0.26%	64
2025 Q4	$1.42M	Sell	8,447 -84	-1%	-$14K	0.26%	65
2025 Q3	$1.4M	Buy	8,531 +461	+6%	+$72.4K	0.26%	68
2025 Q2	$1.21M	Buy	8,070 +856	+12%	+$116K	0.24%	83
2025 Q1	$917K	Buy	7,214 +587	+9%	+$81.2K	0.2%	114
2024 Q4	$923K	Buy	6,627 +336	+5%	+$46.1K	0.2%	107
2024 Q3	$830K	Buy	6,291 +316	+5%	+$40.2K	0.18%	137
2024 Q2	$762K	Buy	5,975 +367	+7%	+$43.8K	0.18%	137
2024 Q1	$657K	Buy	5,608 +379	+7%	+$42.2K	0.15%	174
2023 Q4	$544K	Buy	5,229 +333	+7%	+$32.8K	0.13%	201
2023 Q3	$464K	Buy	4,896 +143	+3%	+$14K	0.12%	216
2023 Q2	$464K	Sell	4,753 -617	-11%	-$56.6K	0.12%	225
2023 Q1	$477K	Buy	5,370 +222	+4%	+$18.9K	0.12%	214
2022 Q4	$420K	Buy	5,148 +774	+18%	+$64.7K	0.11%	231
2022 Q3	$351K	Buy	4,374 +673	+18%	+$60.6K	0.11%	234
2022 Q2	$310K	Buy	3,701 +902	+32%	+$82.7K	0.09%	252
2022 Q1	$296K	Buy	2,799 +751	+37%	+$78K	0.08%	256
2021 Q4	$237K	Buy	2,048 +632	+45%	+$70.5K	0.07%	279
2021 Q3	$145K	Buy	1,416 +378	+36%	+$39.9K	0.05%	340
2021 Q2	$105K	Buy	1,038 +498	+92%	+$48K	0.04%	391
2021 Q1	$49K	Buy	540 +290	+116%	+$26.1K	0.02%	517
2020 Q4	$22K	Buy	250 +115	+85%	+$9.68K	0.01%	708
2020 Q3	$11K	Buy	135 +56	+71%	+$4.39K	0.01%	805
2020 Q2	$6K	Buy	79 +16	+25%	+$1.06K	﹤0.01%	884
2020 Q1	$4K	Buy	63 +45	+250%	+$2.96K	﹤0.01%	927
2019 Q4	$1K	Buy	18 +9	+100%	+$583	﹤0.01%	1076
2019 Q3	$1K	Buy	+9	New	+$569	﹤0.01%	1082

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

Investors Research Corp's IUSG Position: Q2 2026 in Review

Investors Research Corp increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.54% in Q2 2026, buying an estimated $8.67K and bringing the position to 8,967 shares worth $1.69M. The position accounts for 0.3% of the portfolio, ranked #48.

Investors Research Corp first reported a position in IUSG in Q3 2019 and has held it in 28 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Investors Research Corp held 8,967 shares of iShares Core S&P US Growth ETF worth $1.69M as of Q2 2026.
Investors Research Corp bought 48 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $8.67K.
iShares Core S&P US Growth ETF made up 0.3% of Investors Research Corp's portfolio in Q2 2026, its #48 holding.
Investors Research Corp first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 28 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.