Kayne Anderson Rudnick Investment Management
IUSG icon

Kayne Anderson Rudnick Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		$15.3M Sell
98,443
-76,856
-44% -$12.7M 0.04% 205
2025
Q4 		$29.4M Buy
175,299
+85,749
+96% +$14.3M 0.08% 170
2025
Q3 		$14.7M Sell
89,550
-2,279
-2% -$358K 0.04% 215
2025
Q2 		$13.8M Buy
91,829
+2,846
+3% +$386K 0.03% 217
2025
Q1 		$11.3M Sell
88,983
-5,865
-6% -$811K 0.03% 230
2024
Q4 		$13.2M Buy
94,848
+6,865
+8% +$942K 0.03% 225
2024
Q3 		$11.6M Buy
87,983
+395
+0.5% +$50.2K 0.03% 229
2024
Q2 		$11.2M Buy
87,588
+2,636
+3% +$314K 0.03% 237
2024
Q1 		$9.96M Buy
84,952
+9,993
+13% +$1.11M 0.02% 247
2023
Q4 		$7.8M Sell
74,959
-99,908
-57% -$9.84M 0.02% 265
2023
Q3 		$16.6M Buy
174,867
+106,475
+156% +$10.4M 0.05% 200
2023
Q2 		$6.68M Buy
68,392
+5,913
+9% +$542K 0.02% 276
2023
Q1 		$5.55M Sell
62,479
-212,923
-77% -$18.1M 0.02% 283
2022
Q4 		$22.4M Buy
275,402
+214,705
+354% +$17.9M 0.07% 182
2022
Q3 		$4.87M Buy
60,697
+47,755
+369% +$4.3M 0.02% 285
2022
Q2 		$1.08M Sell
12,942
-3,793
-23% -$348K ﹤0.01% 344
2022
Q1 		$1.76M Buy
16,735
+1,051
+7% +$109K ﹤0.01% 313
2021
Q4 		$1.81M Buy
15,684
+11,235
+253% +$1.25M ﹤0.01% 314
2021
Q3 		$456K Buy
4,449
+1,204
+37% +$127K ﹤0.01% 366
2021
Q2 		$328K Buy
3,245
+4
+0.1% +$385 ﹤0.01% 379
2021
Q1 		$294K Sell
3,241
-5,325
-62% -$480K ﹤0.01% 377
2020
Q4 		$760K Buy
8,566
+2,505
+41% +$211K ﹤0.01% 331
2020
Q3 		$485K Sell
6,061
-65
-1% -$5.09K ﹤0.01% 347
2020
Q2 		$441K Sell
6,126
-139
-2% -$9.24K ﹤0.01% 338
2020
Q1 		$358K Sell
6,265
-34,142
-84% -$2.25M ﹤0.01% 332
2019
Q4 		$2.73M Buy
40,407
+34,196
+551% +$2.22M 0.01% 251
2019
Q3 		$391K Buy
6,211
+484
+8% +$30.6K ﹤0.01% 328
2019
Q2 		$360K Buy
5,727
+24
+0.4% +$1.48K ﹤0.01% 330
2019
Q1 		$344K Sell
5,703
-4,021
-41% -$231K ﹤0.01% 322
2018
Q4 		$512K Buy
9,724
+2,681
+38% +$152K ﹤0.01% 319
2018
Q3 		$437K Buy
7,043
+771
+12% +$46.6K ﹤0.01% 313
2018
Q2 		$359K Hold
6,272
– – ﹤0.01% 321
2018
Q1 		$342K Sell
6,272
-81,122
-93% -$4.55M ﹤0.01% 331
2017
Q4 		$4.7M Buy
87,394
+81,162
+1,302% +$4.27M 0.04% 201
2017
Q3 		$315K Buy
6,232
+23
+0.4% +$1.14K ﹤0.01% 322
2017
Q2 		$299K Sell
6,209
-67
-1% -$3.2K ﹤0.01% 327
2017
Q1 		$291K Buy
6,276
+18
+0.3% +$815 ﹤0.01% 332
2016
Q4 		$269K Hold
6,258
– – ﹤0.01% 324
2016
Q3 		$266K Hold
6,258
– – ﹤0.01% 326
2016
Q2 		$256K Hold
6,258
– – ﹤0.01% 320
2016
Q1 		$254K Sell
6,258
-758
-11% -$29.1K ﹤0.01% 310
2015
Q4 		$285K Buy
7,016
+758
+12% +$30.9K ﹤0.01% 319
2015
Q3 		$238K Hold
6,258
– – ﹤0.01% 314
2015
Q2 		$254K Hold
6,258
– – ﹤0.01% 290
2015
Q1 		$254K Hold
6,258
– – ﹤0.01% 292
2014
Q4 		$245K Sell
6,258
-132
-2% -$5.04K ﹤0.01% 300
2014
Q3 		$239K Hold
6,390
– – ﹤0.01% 298
2014
Q2 		$238K Hold
6,390
– – ﹤0.01% 297
2014
Q1 		$227K Sell
6,390
-1,284
-17% -$45.3K ﹤0.01% 292
2013
Q4 		$271K Buy
7,674
+1,284
+20% +$43.3K ﹤0.01% 277
2013
Q3 		$205K Buy
+6,390
New +$201K ﹤0.01% 270

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's IUSG Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 44% in Q1 2026, selling an estimated $12.7M and leaving 98,443 shares worth $15.3M. The position accounts for 0.04% of the portfolio, ranked #205.

Kayne Anderson Rudnick Investment Management first reported a position in IUSG in Q3 2013 and has held it in 51 quarters since. The position peaked at $29.4M in Q4 2025. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 98,443 shares of iShares Core S&P US Growth ETF worth $15.3M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 76,856 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $12.7M.
  • iShares Core S&P US Growth ETF made up 0.04% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #205 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares Core S&P US Growth ETF in Q3 2013 and has held it in 51 quarters since.
  • Kayne Anderson Rudnick Investment Management's iShares Core S&P US Growth ETF position peaked at $29.4M in Q4 2025.
  • 865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.