Knightsbridge Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Knightsbridge Asset 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	$5.4M	Sell	28,730 -2,380	-8%	-$430K	0.71%	35
2026 Q1	$4.83M	Buy	31,110 +697	+2%	+$115K	0.65%	36
2025 Q4	$5.11M	Buy	30,413 +724	+2%	+$121K	0.82%	33
2025 Q3	$4.88M	Buy	29,689 +6,915	+30%	+$1.09M	0.83%	37
2025 Q2	$3.43M	Buy	22,774 +2,250	+11%	+$305K	0.76%	38
2025 Q1	$2.61M	Sell	20,524 -939	-4%	-$130K	0.67%	40
2024 Q4	$2.99M	Buy	21,463 +181	+0.9%	+$24.8K	0.69%	42
2024 Q3	$2.81M	Buy	21,282 +409	+2%	+$52K	0.63%	43
2024 Q2	$2.66M	Buy	20,873 +448	+2%	+$53.4K	0.66%	43
2024 Q1	$2.13M	Hold	20,425	–	–	0.6%	47
2023 Q4	$2.13M	Buy	20,425 +6,733	+49%	+$663K	0.6%	47
2023 Q3	$1.3M	Buy	13,692 +575	+4%	+$56.4K	0.41%	54
2023 Q2	$1.28M	Sell	13,117 -11,993	-48%	-$1.1M	0.41%	54
2023 Q1	$2.23M	Buy	25,110 +3,628	+17%	+$309K	0.38%	56
2022 Q4	$1.75M	Sell	21,482 -8,416	-28%	-$703K	0.33%	60
2022 Q3	$2.4M	Sell	29,898 -4,607	-13%	-$415K	0.5%	48
2022 Q2	$2.89M	Sell	34,505 -3,519	-9%	-$323K	0.57%	48
2022 Q1	$4.02M	Buy	38,024 +14,793	+64%	+$1.54M	1.34%	32
2021 Q4	$2.69M	Buy	23,231 +2,417	+12%	+$269K	0.89%	34
2021 Q3	$2.13M	Buy	20,814 +7,461	+56%	+$788K	0.75%	38
2021 Q2	$1.35M	Buy	13,353 +3,239	+32%	+$312K	0.52%	37
2021 Q1	$918K	Buy	+10,114	New	+$911K	0.39%	38

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

Knightsbridge Asset Management's IUSG Position: Q2 2026 in Review

Knightsbridge Asset Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 7.7% in Q2 2026, selling an estimated $430K and leaving 28,730 shares worth $5.4M. The position accounts for 0.71% of the portfolio, ranked #35.

Knightsbridge Asset Management first reported a position in IUSG in Q1 2021 and has held it in 22 quarters since. 931 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Knightsbridge Asset Management held 28,730 shares of iShares Core S&P US Growth ETF worth $5.4M as of Q2 2026.
Knightsbridge Asset Management sold 2,380 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $430K.
iShares Core S&P US Growth ETF made up 0.71% of Knightsbridge Asset Management's portfolio in Q2 2026, its #35 holding.
Knightsbridge Asset Management first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 22 quarters since.
931 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Knightsbridge Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.