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

Leisure 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	$362K	Hold	1,924	–	–	0.11%	116
2026 Q1	$298K	Hold	1,924	–	–	0.1%	123
2025 Q4	$323K	Hold	1,924	–	–	0.11%	116
2025 Q3	$317K	Hold	1,924	–	–	0.11%	113
2025 Q2	$289K	Hold	1,924	–	–	0.11%	113
2025 Q1	$245K	Hold	1,924	–	–	0.1%	124
2024 Q4	$268K	Hold	1,924	–	–	0.11%	125
2024 Q3	$254K	Hold	1,924	–	–	0.11%	125
2024 Q2	$245K	Hold	1,924	–	–	0.11%	124
2024 Q1	$226K	Hold	1,924	–	–	0.11%	121
2023 Q4	$200K	Buy	+1,924	New	+$190K	0.11%	124
2022 Q2	–	Sell	-1,924	Closed	-$203K	–	129
2022 Q1	$203K	Hold	1,924	–	–	0.1%	130
2021 Q4	$222K	Buy	+1,924	New	+$214K	0.1%	144

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 22.9% 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

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

Leisure Capital Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,924 shares worth $362K. The position accounts for 0.11% of the portfolio, ranked #116.

Leisure Capital Management first reported a position in IUSG in Q4 2021 and has held it in 13 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Leisure Capital Management held 1,924 shares of iShares Core S&P US Growth ETF worth $362K as of Q2 2026.
Leisure 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 0.11% of Leisure Capital Management's portfolio in Q2 2026, its #116 holding.
Leisure Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 13 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Leisure Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.