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

INVST’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	$277K	Hold	1,472	–	–	0.03%	308
2026 Q1	$228K	Buy	+1,472	New	+$242K	0.03%	315

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 $104B AUM 28.3% 1-Year Est. Return

INVST's IUSG Position: Q2 2026 in Review

INVST held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,472 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #308.

INVST first reported a position in IUSG in Q1 2026 and has held it in 2 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

INVST held 1,472 shares of iShares Core S&P US Growth ETF worth $277K as of Q2 2026.
INVST left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of INVST's portfolio in Q2 2026, its #308 holding.
INVST first reported a position in iShares Core S&P US Growth ETF in Q1 2026 and has held it in 2 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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