Live Oak Investment Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Live Oak Investment Partners’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	$207K	Buy	+1,103	New	+$199K	0.11%	91
2024 Q4	–	Hold	0	–	–	–	88
2024 Q3	–	Hold	0	–	–	–	90
2024 Q2	–	Hold	0	–	–	–	85
2023 Q4	–	Hold	0	–	–	–	102
2023 Q3	–	Hold	0	–	–	–	106
2023 Q2	–	Hold	0	–	–	–	104
2023 Q1	–	Hold	0	–	–	–	104
2022 Q4	–	Hold	0	–	–	–	105

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

Live Oak Investment Partners's IUSG Position: Q2 2026 in Review

Live Oak Investment Partners opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,103 shares worth $207K. The stake represents 0.11% of the portfolio and ranks #91 among its holdings.

933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Live Oak Investment Partners held 1,103 shares of iShares Core S&P US Growth ETF worth $207K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Live Oak Investment Partners position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.11% of Live Oak Investment Partners's portfolio in Q2 2026, its #91 holding.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.