Jackson Hole Capital Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Jackson Hole Capital Partners’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 Q1	$37.8K	Hold	244	–	–	0.01%	263
2025 Q4	$41K	Hold	244	–	–	0.01%	258
2025 Q3	$40.1K	Hold	244	–	–	0.01%	255
2025 Q2	$36.7K	Hold	244	–	–	0.01%	241
2025 Q1	$31K	Hold	244	–	–	0.01%	242
2024 Q4	$34K	Hold	244	–	–	0.01%	240
2024 Q3	$32.2K	Hold	244	–	–	0.01%	233
2024 Q2	$31.1K	Hold	244	–	–	0.01%	236
2024 Q1	$28.6K	Hold	244	–	–	0.01%	236
2023 Q4	$25.4K	Hold	244	–	–	0.01%	235
2023 Q3	$23.1K	Hold	244	–	–	0.01%	220
2023 Q2	$23.8K	Hold	244	–	–	0.01%	237
2023 Q1	$21.7K	Hold	244	–	–	0.01%	257
2022 Q4	$19.9K	Hold	244	–	–	0.01%	224
2022 Q3	$20K	Hold	244	–	–	0.01%	223
2022 Q2	$20K	Hold	244	–	–	0.01%	204
2022 Q1	$26K	Hold	244	–	–	0.01%	208
2021 Q4	$28K	Hold	244	–	–	0.01%	199
2021 Q3	$25K	Hold	244	–	–	0.01%	211
2021 Q2	$25K	Hold	244	–	–	0.01%	208
2021 Q1	$22K	Hold	244	–	–	0.01%	206
2020 Q4	$22K	Hold	244	–	–	0.01%	184
2020 Q3	$20K	Hold	244	–	–	0.01%	162
2020 Q2	$18K	Hold	244	–	–	0.01%	147
2020 Q1	$14K	Hold	244	–	–	0.01%	140
2019 Q4	$17K	Hold	244	–	–	0.01%	182
2019 Q3	$15K	Buy	+244	New	+$15.4K	0.01%	180

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jackson Hole Capital Partners's IUSG Position: Q1 2026 in Review

Jackson Hole Capital Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 244 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #263.

Jackson Hole Capital Partners first reported a position in IUSG in Q3 2019 and has held it in 27 quarters since. The position peaked at $41K in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Jackson Hole Capital Partners held 244 shares of iShares Core S&P US Growth ETF worth $37.8K as of Q1 2026.
Jackson Hole Capital Partners left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #263 holding.
Jackson Hole Capital Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 27 quarters since.
Jackson Hole Capital Partners's iShares Core S&P US Growth ETF position peaked at $41K in Q4 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.