KCM
IUSG icon

Key Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Key Capital 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 		$66.8K Hold
355
– – 0.03% 142
2026
Q1 		$55.1K Hold
355
– – 0.04% 140
2025
Q4 		$59.6K Buy
+355
New +$59.2K 0.06% 124

Other funds holding IUSG

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Key Capital Management's IUSG Position: Q2 2026 in Review

Key Capital Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 355 shares worth $66.8K. The position accounts for 0.03% of the portfolio, ranked #142.

Key Capital Management first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Key Capital Management held 355 shares of iShares Core S&P US Growth ETF worth $66.8K as of Q2 2026.
  • Key Capital Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.03% of Key Capital Management's portfolio in Q2 2026, its #142 holding.
  • Key Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.