Leavell Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.09M | Hold |
5,798
| – | – | 0.04% | 315 |
|
|
2026
Q1 | $899K | Hold |
5,798
| – | – | 0.04% | 319 |
|
|
2025
Q4 | $974K | Hold |
5,798
| – | – | 0.04% | 300 |
|
|
2025
Q3 | $954K | Hold |
5,798
| – | – | 0.04% | 309 |
|
|
2025
Q2 | $872K | Hold |
5,798
| – | – | 0.04% | 320 |
|
|
2025
Q1 | $737K | Hold |
5,798
| – | – | 0.04% | 323 |
|
|
2024
Q4 | $808K | Hold |
5,798
| – | – | 0.04% | 307 |
|
|
2024
Q3 | $765K | Hold |
5,798
| – | – | 0.04% | 328 |
|
|
2024
Q2 | $739K | Buy |
5,798
+1,486
| +34% | +$177K | 0.04% | 310 |
|
|
2024
Q1 | $505K | Hold |
4,312
| – | – | 0.03% | 349 |
|
|
2023
Q4 | $449K | Hold |
4,312
| – | – | 0.03% | 343 |
|
|
2023
Q3 | $410K | Hold |
4,312
| – | – | 0.03% | 352 |
|
|
2023
Q2 | $421K | Hold |
4,312
| – | – | 0.03% | 353 |
|
|
2023
Q1 | $383K | Hold |
4,312
| – | – | 0.03% | 354 |
|
|
2022
Q4 | $352K | Hold |
4,312
| – | – | 0.03% | 357 |
|
|
2022
Q3 | $346K | Hold |
4,312
| – | – | 0.03% | 357 |
|
|
2022
Q2 | $361K | Hold |
4,312
| – | – | 0.03% | 352 |
|
|
2022
Q1 | $456K | Hold |
4,312
| – | – | 0.03% | 321 |
|
|
2021
Q4 | $499K | Hold |
4,312
| – | – | 0.03% | 315 |
|
|
2021
Q3 | $442K | Hold |
4,312
| – | – | 0.03% | 308 |
|
|
2021
Q2 | $391K | Hold |
4,312
| – | – | 0.03% | 312 |
|
|
2021
Q1 | $391K | Hold |
4,312
| – | – | 0.03% | 312 |
|
|
2020
Q4 | $382K | Hold |
4,312
| – | – | 0.03% | 299 |
|
|
2020
Q3 | $345K | Hold |
4,312
| – | – | 0.03% | 304 |
|
|
2020
Q2 | $310K | Hold |
4,312
| – | – | 0.03% | 308 |
|
|
2020
Q1 | $246K | Hold |
4,312
| – | – | 0.03% | 314 |
|
|
2019
Q4 | $292K | Hold |
4,312
| – | – | 0.03% | 329 |
|
|
2019
Q3 | $271K | Hold |
4,312
| – | – | 0.03% | 338 |
|
|
2019
Q2 | $270K | Hold |
4,312
| – | – | 0.03% | 337 |
|
|
2019
Q1 | $260K | Hold |
4,312
| – | – | 0.03% | 335 |
|
|
2018
Q4 | $227K | Hold |
4,312
| – | – | 0.03% | 338 |
|
|
2018
Q3 | $269K | Hold |
4,312
| – | – | 0.03% | 333 |
|
|
2018
Q2 | $247K | Hold |
4,312
| – | – | 0.03% | 343 |
|
|
2018
Q1 | $236K | Hold |
4,312
| – | – | 0.03% | 346 |
|
|
2017
Q4 | $232K | Hold |
4,312
| – | – | 0.03% | 345 |
|
|
2017
Q3 | $218K | Hold |
4,312
| – | – | 0.03% | 350 |
|
|
2017
Q2 | $208K | Buy |
+4,312
| New | +$206K | 0.03% | 355 |
|
Other funds holding IUSG
MFG
BTI
Leavell Investment Management's IUSG Position: Q2 2026 in Review
Leavell Investment Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 5,798 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #315.
Leavell Investment Management first reported a position in IUSG in Q2 2017 and has held it in 37 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.
- Leavell Investment Management held 5,798 shares of iShares Core S&P US Growth ETF worth $1.09M as of Q2 2026.
- Leavell Investment 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 0.04% of Leavell Investment Management's portfolio in Q2 2026, its #315 holding.
- Leavell Investment Management first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and has held it in 37 quarters since.
- 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.
Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.