Lido Advisors
IUSG icon

Lido Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Lido Advisors’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 		$5.35M Sell
34,511
-1,492
-4% -$246K 0.02% 442
2025
Q4 		$5.93M Buy
36,003
+1,643
+5% +$274K 0.02% 424
2025
Q3 		$5.65M Sell
34,360
-3,934
-10% -$618K 0.02% 421
2025
Q2 		$5.76M Sell
38,294
-1,916
-5% -$260K 0.02% 340
2025
Q1 		$5.11M Sell
40,210
-970
-2% -$134K 0.02% 335
2024
Q4 		$5.74M Buy
41,180
+936
+2% +$128K 0.03% 302
2024
Q3 		$5.31M Buy
40,244
+228
+0.6% +$29K 0.03% 299
2024
Q2 		$5.1M Sell
40,016
-1,638
-4% -$195K 0.03% 288
2024
Q1 		$4.88M Sell
41,654
-192
-0.5% -$21.4K 0.03% 287
2023
Q4 		$4.36M Sell
41,846
-31,654
-43% -$3.12M 0.03% 284
2023
Q3 		$6.97M Sell
73,500
-7,084
-9% -$695K 0.05% 181
2023
Q2 		$7.87M Buy
80,584
+60,067
+293% +$5.51M 0.06% 170
2023
Q1 		$1.82M Buy
20,517
+10,810
+111% +$921K 0.02% 359
2022
Q4 		$791K Sell
9,707
-100
-1% -$8.36K 0.01% 464
2022
Q3 		$786K Buy
9,807
+700
+8% +$63K 0.01% 421
2022
Q2 		$762K Hold
9,107
– – 0.01% 415
2022
Q1 		$962K Sell
9,107
-1,087
-11% -$113K 0.01% 404
2021
Q4 		$1.18M Buy
10,194
+1
+0% +$111 0.01% 387
2021
Q3 		$1.04M Sell
10,193
-567
-5% -$59.9K 0.01% 395
2021
Q2 		$1.09M Buy
10,760
+1,178
+12% +$114K 0.02% 369
2021
Q1 		$870K Sell
9,582
-632
-6% -$57K 0.02% 367
2020
Q4 		$905K Hold
10,214
– – 0.02% 331
2020
Q3 		$817K Sell
10,214
-413
-4% -$32.4K 0.02% 296
2020
Q2 		$764K Buy
10,627
+6,981
+191% +$464K 0.02% 281
2020
Q1 		$208K Hold
3,646
– – 0.01% 510
2019
Q4 		$247K Buy
3,646
+149
+4% +$9.65K 0.01% 561
2019
Q3 		$220K Buy
+3,497
New +$221K 0.01% 531

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 $9.54B AUM 19.86% 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

Lido Advisors's IUSG Position: Q1 2026 in Review

Lido Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 4.1% in Q1 2026, selling an estimated $246K and leaving 34,511 shares worth $5.35M. The position accounts for 0.02% of the portfolio, ranked #442.

Lido Advisors first reported a position in IUSG in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.87M in Q2 2023. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Lido Advisors held 34,511 shares of iShares Core S&P US Growth ETF worth $5.35M as of Q1 2026.
  • Lido Advisors sold 1,492 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $246K.
  • iShares Core S&P US Growth ETF made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #442 holding.
  • Lido Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 27 quarters since.
  • Lido Advisors's iShares Core S&P US Growth ETF position peaked at $7.87M in Q2 2023.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.