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Kestra Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kestra Advisory Services’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 		$33.3M Sell
214,860
-9,146
-4% -$1.51M 0.13% 161
2025
Q4 		$37.6M Buy
224,006
+23,059
+11% +$3.85M 0.16% 121
2025
Q3 		$33.1M Buy
200,947
+28,687
+17% +$4.51M 0.15% 125
2025
Q2 		$25.9M Buy
172,260
+5,206
+3% +$706K 0.13% 143
2025
Q1 		$21.2M Sell
167,054
-19,198
-10% -$2.65M 0.1% 156
2024
Q4 		$26M Buy
186,252
+63,228
+51% +$8.68M 0.14% 133
2024
Q3 		$16.2M Sell
123,024
-189,636
-61% -$24.1M 0.09% 243
2024
Q2 		$33.6M Buy
312,660
+93,290
+43% +$11.1M 0.19% 102
2024
Q1 		$25.7M Buy
219,370
+106,902
+95% +$11.9M 0.17% 118
2023
Q4 		$11.7M Buy
112,468
+1,425
+1% +$140K 0.09% 239
2023
Q3 		$10.5M Sell
111,043
-3,318
-3% -$326K 0.1% 223
2023
Q2 		$11.2M Buy
114,361
+2,099
+2% +$193K 0.11% 207
2023
Q1 		$9.97M Sell
112,262
-7,312
-6% -$623K 0.11% 207
2022
Q4 		$9.75M Sell
119,574
-38,194
-24% -$3.19M 0.09% 257
2022
Q3 		$12.7M Buy
157,768
+2,098
+1% +$189K 0.14% 178
2022
Q2 		$13M Buy
155,670
+36,508
+31% +$3.35M 0.13% 168
2022
Q1 		$12.6M Buy
119,162
+3,024
+3% +$314K 0.13% 176
2021
Q4 		$13.4M Sell
116,138
-14,274
-11% -$1.59M 0.14% 173
2021
Q3 		$13.4M Sell
130,412
-40,083
-24% -$4.23M 0.13% 169
2021
Q2 		$17.2M Buy
170,495
+4,353
+3% +$419K 0.2% 125
2021
Q1 		$15.1M Sell
166,142
-23,571
-12% -$2.12M 0.19% 132
2020
Q4 		$16.8M Buy
189,713
+5,257
+3% +$442K 0.19% 120
2020
Q3 		$14.8M Buy
+184,456
New +$14.4M 0.28% 81

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 $377B AUM 19.32% 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 $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
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

Kestra Advisory Services's IUSG Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.1% in Q1 2026, selling an estimated $1.51M and leaving 214,860 shares worth $33.3M. The position accounts for 0.13% of the portfolio, ranked #161.

Kestra Advisory Services first reported a position in IUSG in Q3 2020 and has held it in 23 quarters since. The position peaked at $37.6M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Kestra Advisory Services held 214,860 shares of iShares Core S&P US Growth ETF worth $33.3M as of Q1 2026.
  • Kestra Advisory Services sold 9,146 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.51M.
  • iShares Core S&P US Growth ETF made up 0.13% of Kestra Advisory Services's portfolio in Q1 2026, its #161 holding.
  • Kestra Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares Core S&P US Growth ETF position peaked at $37.6M in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.