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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
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
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 $8.74B AUM 14.62% 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

Knightsbridge Asset Management's IUSG Position: Q1 2026 in Review

Knightsbridge Asset Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.3% in Q1 2026, buying an estimated $115K and bringing the position to 31,110 shares worth $4.83M. The position accounts for 0.65% of the portfolio, ranked #36.

Knightsbridge Asset Management first reported a position in IUSG in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.11M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Knightsbridge Asset Management held 31,110 shares of iShares Core S&P US Growth ETF worth $4.83M as of Q1 2026.
  • Knightsbridge Asset Management bought 697 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $115K.
  • iShares Core S&P US Growth ETF made up 0.65% of Knightsbridge Asset Management's portfolio in Q1 2026, its #36 holding.
  • Knightsbridge Asset Management first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Knightsbridge Asset Management's iShares Core S&P US Growth ETF position peaked at $5.11M in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Knightsbridge Asset Management's 13F filing for Q1 2026, filed 15 May 2026.