Johnson Investment Counsel’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Johnson Investment Counsel’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	$368K	Buy	1,956 +283	+17%	+$51.1K	﹤0.01%	685
2026 Q1	$259K	Sell	1,673 -5	-0.3%	-$823	﹤0.01%	743
2025 Q4	$282K	Sell	1,678 -660	-28%	-$110K	﹤0.01%	688
2025 Q3	$385K	Buy	2,338 +150	+7%	+$23.6K	﹤0.01%	637
2025 Q2	$329K	Buy	2,188 +340	+18%	+$46.1K	﹤0.01%	643
2025 Q1	$235K	Buy	+1,848	New	+$256K	﹤0.01%	710

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

Johnson Investment Counsel's IUSG Position: Q2 2026 in Review

Johnson Investment Counsel increased its iShares Core S&P US Growth ETF (IUSG) stake by 17% in Q2 2026, buying an estimated $51.1K and bringing the position to 1,956 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Johnson Investment Counsel first reported a position in IUSG in Q1 2025 and has held it in 6 quarters since. The position peaked at $385K in Q3 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Johnson Investment Counsel held 1,956 shares of iShares Core S&P US Growth ETF worth $368K as of Q2 2026.
Johnson Investment Counsel bought 283 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $51.1K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #685 holding.
Johnson Investment Counsel first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 6 quarters since.
Johnson Investment Counsel's iShares Core S&P US Growth ETF position peaked at $385K in Q3 2025.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.