Liberty One Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Liberty One Investment 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	$1.68M	Buy	10,813 +10,087	+1,389%	+$1.66M	0.17%	86
2025 Q4	$122K	Sell	726 -10,755	-94%	-$1.79M	0.02%	134
2025 Q3	$1.89M	Sell	11,481 -443	-4%	-$69.6K	0.11%	82
2025 Q2	$1.79M	Sell	11,924 -301	-2%	-$40.8K	0.18%	77
2025 Q1	$1.55M	Buy	12,225 +960	+9%	+$133K	0.16%	80
2024 Q4	$1.57M	Buy	11,265 +1,133	+11%	+$156K	0.17%	78
2024 Q3	$1.34M	Sell	10,132 -23	-0.2%	-$2.92K	0.14%	81
2024 Q2	$1.29M	Buy	10,155 +4,441	+78%	+$530K	0.15%	81
2024 Q1	$670K	Buy	+5,714	New	+$636K	0.08%	115

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty One Investment Management's IUSG Position: Q1 2026 in Review

Liberty One Investment Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 1,389% in Q1 2026, buying an estimated $1.66M and bringing the position to 10,813 shares worth $1.68M. The position accounts for 0.17% of the portfolio, ranked #86.

Liberty One Investment Management first reported a position in IUSG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.89M in Q3 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Liberty One Investment Management held 10,813 shares of iShares Core S&P US Growth ETF worth $1.68M as of Q1 2026.
Liberty One Investment Management bought 10,087 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.66M.
iShares Core S&P US Growth ETF made up 0.17% of Liberty One Investment Management's portfolio in Q1 2026, its #86 holding.
Liberty One Investment Management first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 9 quarters since.
Liberty One Investment Management's iShares Core S&P US Growth ETF position peaked at $1.89M in Q3 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.