Joel Isaacson & Co’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Joel Isaacson & Co’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	$441K	Buy	2,345 +2	+0.1%	+$361	0.01%	319
2026 Q1	$363K	Buy	2,343 +3	+0.1%	+$494	0.01%	332
2025 Q4	$393K	Sell	2,340 -864	-27%	-$144K	0.01%	316
2025 Q3	$527K	Buy	3,204 +302	+10%	+$47.4K	0.02%	269
2025 Q2	$436K	Buy	2,902 +703	+32%	+$95.3K	0.02%	273
2025 Q1	$279K	Buy	2,199 +184	+9%	+$25.4K	0.01%	332
2024 Q4	$281K	Buy	2,015 +13	+0.6%	+$1.78K	0.01%	309
2024 Q3	$264K	Buy	2,002 +2	+0.1%	+$254	0.01%	308
2024 Q2	$255K	Buy	+2,000	New	+$239K	0.01%	299

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 22.9% 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

Joel Isaacson & Co's IUSG Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.09% in Q2 2026, buying an estimated $361 and bringing the position to 2,345 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #319.

Joel Isaacson & Co first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. The position peaked at $527K in Q3 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Joel Isaacson & Co held 2,345 shares of iShares Core S&P US Growth ETF worth $441K as of Q2 2026.
Joel Isaacson & Co bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
iShares Core S&P US Growth ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #319 holding.
Joel Isaacson & Co first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
Joel Isaacson & Co's iShares Core S&P US Growth ETF position peaked at $527K in Q3 2025.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.