Ken Fisher’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ken Fisher’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	$370K	Sell	2,386 -866	-27%	-$143K	﹤0.01%	858
2025 Q4	$546K	Buy	3,252 +1,319	+68%	+$220K	﹤0.01%	767
2025 Q3	$318K	Buy	+1,933	New	+$304K	﹤0.01%	879
2025 Q2	–	Sell	-1,732	Closed	-$220K	–	1033
2025 Q1	$220K	Sell	1,732 -1,935	-53%	-$268K	﹤0.01%	957
2024 Q4	$511K	Buy	+3,667	New	+$503K	﹤0.01%	771
2022 Q4	–	Sell	-3,190	Closed	-$256K	–	1042
2022 Q3	$256K	Buy	+3,190	New	+$287K	﹤0.01%	850
2021 Q3	–	Sell	-2,056	Closed	-$208K	–	954
2021 Q2	$208K	Buy	+2,056	New	+$198K	﹤0.01%	872

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

Ken Fisher's IUSG Position: Q1 2026 in Review

Ken Fisher reduced its iShares Core S&P US Growth ETF (IUSG) stake by 27% in Q1 2026, selling an estimated $143K and leaving 2,386 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Ken Fisher first reported a position in IUSG in Q2 2021 and has held it in 7 quarters since. The position peaked at $546K in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Ken Fisher held 2,386 shares of iShares Core S&P US Growth ETF worth $370K as of Q1 2026.
Ken Fisher sold 866 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $143K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #858 holding.
Ken Fisher first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 7 quarters since.
Ken Fisher's iShares Core S&P US Growth ETF position peaked at $546K in Q4 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.