Jackson Grant Investment Advisers’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Jackson Grant Investment Advisers’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	$159K	Hold	845	–	–	0.05%	138
2026 Q1	$131K	Hold	845	–	–	0.04%	146
2025 Q4	$142K	Buy	845 +1	+0.1%	+$167	0.05%	137
2025 Q3	$139K	Hold	844	–	–	0.05%	139
2025 Q2	$127K	Hold	844	–	–	0.05%	133
2025 Q1	$107K	Hold	844	–	–	0.04%	139
2024 Q4	$118K	Hold	844	–	–	0.05%	133
2024 Q3	$111K	Buy	844 +1	+0.1%	+$127	0.04%	140
2024 Q2	$108K	Hold	843	–	–	0.04%	140
2024 Q1	$98.8K	Hold	843	–	–	0.04%	140
2023 Q4	$87.8K	Hold	843	–	–	0.04%	143
2023 Q3	$79.9K	Buy	843 +1	+0.1%	+$98	0.04%	144
2023 Q2	$82.2K	Hold	842	–	–	0.04%	144
2023 Q1	$74.7K	Hold	842	–	–	0.04%	158
2022 Q4	$68.6K	Buy	842 +1	+0.1%	+$84	0.03%	159
2022 Q3	$67K	Hold	841	–	–	0.04%	151
2022 Q2	$70K	Hold	841	–	–	0.03%	156
2022 Q1	$89K	Hold	841	–	–	0.04%	151
2021 Q4	$97K	Buy	841 +1	+0.1%	+$111	0.05%	125
2021 Q3	$86K	Hold	840	–	–	0.04%	158
2021 Q2	$85K	Hold	840	–	–	0.04%	158
2021 Q1	$76K	Hold	840	–	–	0.04%	164
2020 Q4	$74K	Hold	840	–	–	0.04%	155
2020 Q3	$67K	Buy	840 +1	+0.1%	+$78	0.04%	132
2020 Q2	$60K	Sell	839 -61	-7%	-$4.05K	0.04%	133
2020 Q1	$51K	Buy	900 +18	+2%	+$1.19K	0.04%	136
2019 Q4	$60K	Hold	882	–	–	0.03%	142
2019 Q3	$55K	Buy	882 +155	+21%	+$9.8K	0.03%	144
2019 Q2	$46K	Buy	+727	New	+$44.7K	0.03%	151

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

Jackson Grant Investment Advisers's IUSG Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 845 shares worth $159K. The position accounts for 0.05% of the portfolio, ranked #138.

Jackson Grant Investment Advisers first reported a position in IUSG in Q2 2019 and has held it in 29 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Jackson Grant Investment Advisers held 845 shares of iShares Core S&P US Growth ETF worth $159K as of Q2 2026.
Jackson Grant Investment Advisers left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.05% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #138 holding.
Jackson Grant Investment Advisers first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 29 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.