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

Kestra 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 Q2	$208M	Buy	1,322,967 +189,154	+17%	+$34.2M	4.02%	5
2026 Q1	$176M	Buy	1,133,813 +2,005	+0.2%	+$330K	3.03%	9
2025 Q4	$190M	Buy	1,131,808 +326,483	+41%	+$54.5M	4.65%	5
2025 Q3	$133M	Buy	805,325 +63,660	+9%	+$10M	3.56%	8
2025 Q2	$112M	Sell	741,665 -128,030	-15%	-$17.4M	3.38%	8
2025 Q1	$111M	Sell	869,695 -4,993	-0.6%	-$690K	3.46%	8
2024 Q4	$122M	Buy	874,688 +33,693	+4%	+$4.62M	4.79%	4
2024 Q3	$111M	Buy	840,995 +84,236	+11%	+$10.7M	4.76%	4
2024 Q2	$96.5M	Buy	+756,759	New	+$90.3M	6.57%	4

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

Kestra Investment Management's IUSG Position: Q2 2026 in Review

Kestra Investment Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 17% in Q2 2026, buying an estimated $34.2M and bringing the position to 1,322,967 shares worth $208M. The position accounts for 4.02% of the portfolio, ranked #5.

Kestra Investment Management first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Kestra Investment Management held 1,322,967 shares of iShares Core S&P US Growth ETF worth $208M as of Q2 2026.
Kestra Investment Management bought 189,154 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $34.2M.
iShares Core S&P US Growth ETF made up 4.02% of Kestra Investment Management's portfolio in Q2 2026, its #5 holding.
Kestra Investment Management first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.