Jamison Private Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Jamison Private Wealth 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	$3.19M	Sell	16,947 -474	-3%	-$85.6K	0.32%	73
2026 Q1	$2.7M	Buy	17,421 +217	+1%	+$35.7K	0.33%	70
2025 Q4	$2.89M	Buy	17,204 +424	+3%	+$70.7K	0.35%	68
2025 Q3	$2.76M	Buy	16,780 +47	+0.3%	+$7.38K	0.35%	68
2025 Q2	$2.52M	Buy	16,733 +343	+2%	+$46.5K	0.36%	65
2025 Q1	$2.08M	Sell	16,390 -1,089	-6%	-$151K	0.32%	76
2024 Q4	$2.44M	Buy	17,479 +293	+2%	+$40.2K	0.36%	66
2024 Q3	$2.27M	Buy	17,186 +631	+4%	+$80.2K	0.35%	70
2024 Q2	$2.11M	Sell	16,555 -262	-2%	-$31.3K	0.35%	65
2024 Q1	$1.97M	Buy	16,817 +229	+1%	+$25.5K	0.33%	69
2023 Q4	$1.73M	Sell	16,588 -166	-1%	-$16.4K	0.32%	74
2023 Q3	$1.59M	Buy	+16,754	New	+$1.64M	0.33%	76

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

Jamison Private Wealth Management's IUSG Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.7% in Q2 2026, selling an estimated $85.6K and leaving 16,947 shares worth $3.19M. The position accounts for 0.32% of the portfolio, ranked #73.

Jamison Private Wealth Management first reported a position in IUSG in Q3 2023 and has held it in 12 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Jamison Private Wealth Management held 16,947 shares of iShares Core S&P US Growth ETF worth $3.19M as of Q2 2026.
Jamison Private Wealth Management sold 474 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $85.6K.
iShares Core S&P US Growth ETF made up 0.32% of Jamison Private Wealth Management's portfolio in Q2 2026, its #73 holding.
Jamison Private Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 12 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.