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Linscomb Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Linscomb Wealth’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 		$616K Hold
3,277
– – 0.03% 216
2026
Q1 		$508K Hold
3,277
– – 0.02% 240
2025
Q4 		$550K Sell
3,277
-249
-7% -$41.5K 0.02% 219
2025
Q3 		$580K Hold
3,526
– – 0.03% 222
2025
Q2 		$530K Hold
3,526
– – 0.02% 226
2025
Q1 		$448K Sell
3,526
-731
-17% -$101K 0.02% 228
2024
Q4 		$593K Hold
4,257
– – 0.03% 214
2024
Q3 		$562K Hold
4,257
– – 0.03% 213
2024
Q2 		$543K Hold
4,257
– – 0.03% 209
2024
Q1 		$499K Buy
4,257
+1,192
+39% +$133K 0.03% 213
2023
Q4 		$319K Hold
3,065
– – 0.02% 242
2023
Q3 		$291K Buy
3,065
+58
+2% +$5.69K 0.02% 242
2023
Q2 		$294K Hold
3,007
– – 0.02% 251
2023
Q1 		$267K Sell
3,007
-82
-3% -$6.98K 0.01% 266
2022
Q4 		$252K Sell
3,089
-1,144
-27% -$95.6K 0.01% 306
2022
Q3 		$339K Hold
4,233
– – 0.02% 226
2022
Q2 		$354K Sell
4,233
-62
-1% -$5.68K 0.02% 228
2022
Q1 		$454K Sell
4,295
-1
-0% -$104 0.02% 242
2021
Q4 		$497K Sell
4,296
-1,128
-21% -$126K 0.02% 228
2021
Q3 		$555K Hold
5,424
– – 0.03% 213
2021
Q2 		$548K Sell
5,424
-1,327
-20% -$128K 0.03% 211
2021
Q1 		$613K Sell
6,751
-171
-2% -$15.4K 0.03% 195
2020
Q4 		$614K Hold
6,922
– – 0.04% 185
2020
Q3 		$554K Sell
6,922
-1,099
-14% -$86.1K 0.04% 184
2020
Q2 		$577K Sell
8,021
-43,581
-84% -$2.9M 0.04% 181
2020
Q1 		$2.95M Sell
51,602
-4,093
-7% -$269K 0.26% 79
2019
Q4 		$3.77M Buy
55,695
+52,060
+1,432% +$3.37M 0.25% 76
2019
Q3 		$229K Buy
+3,635
New +$230K 0.02% 249

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Linscomb Wealth's IUSG Position: Q2 2026 in Review

Linscomb Wealth held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 3,277 shares worth $616K. The position accounts for 0.03% of the portfolio, ranked #216.

Linscomb Wealth first reported a position in IUSG in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.77M in Q4 2019. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Linscomb Wealth held 3,277 shares of iShares Core S&P US Growth ETF worth $616K as of Q2 2026.
  • Linscomb Wealth left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.03% of Linscomb Wealth's portfolio in Q2 2026, its #216 holding.
  • Linscomb Wealth first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • Linscomb Wealth's iShares Core S&P US Growth ETF position peaked at $3.77M in Q4 2019.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.