Key Capital Management
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
Q3 		$68.8K Hold
355
– – 0.03% 209
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Key Capital Management's IUSG Position: Q3 2026 in Review

Key Capital Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 355 shares worth $68.8K. The position accounts for 0.03% of the portfolio, ranked #209.

Key Capital Management first reported a position in IUSG in Q4 2025 and has held it in 4 quarters since. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • Key Capital Management held 355 shares of iShares Core S&P US Growth ETF worth $68.8K as of Q3 2026.
  • Key Capital Management left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Growth ETF made up 0.03% of Key Capital Management's portfolio in Q3 2026, its #209 holding.
  • Key Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.