LPL Financial
IUSG icon

LPL Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

LPL Financial’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 		$2.23B Buy
14,379,337
+154,735
+1% +$25.5M 0.59% 25
2025
Q4 		$2.39B Buy
14,224,602
+191,247
+1% +$31.9M 0.65% 24
2025
Q3 		$2.31B Buy
14,033,355
+389,150
+3% +$61.1M 0.67% 22
2025
Q2 		$2.05B Buy
13,644,205
+564,793
+4% +$76.6M 0.68% 20
2025
Q1 		$1.66B Sell
13,079,412
-2,222,950
-15% -$307M 0.65% 23
2024
Q4 		$2.13B Buy
15,302,362
+425,195
+3% +$58.4M 0.87% 16
2024
Q3 		$1.96B Buy
14,877,167
+91,725
+0.6% +$11.7M 0.87% 17
2024
Q2 		$1.88B Buy
14,785,442
+720,444
+5% +$85.9M 0.94% 16
2024
Q1 		$1.65B Sell
14,064,998
-158,602
-1% -$17.6M 0.89% 17
2023
Q4 		$1.48B Buy
14,223,600
+377,543
+3% +$37.2M 0.9% 15
2023
Q3 		$1.31B Buy
13,846,057
+364,461
+3% +$35.8M 0.92% 14
2023
Q2 		$1.32B Sell
13,481,596
-34,303
-0.3% -$3.15M 0.94% 14
2023
Q1 		$1.2B Buy
13,515,899
+486,189
+4% +$41.4M 0.93% 13
2022
Q4 		$1.06B Buy
13,029,710
+169,976
+1% +$14.2M 0.91% 12
2022
Q3 		$1.03B Sell
12,859,734
-133,751
-1% -$12M 0.99% 12
2022
Q2 		$1.09B Buy
12,993,485
+101,085
+0.8% +$9.27M 1.03% 12
2022
Q1 		$1.36B Sell
12,892,400
-201,852
-2% -$21M 1.17% 11
2021
Q4 		$1.51B Buy
13,094,252
+157,024
+1% +$17.5M 1.27% 9
2021
Q3 		$1.32B Buy
12,937,228
+310,222
+2% +$32.8M 1.24% 11
2021
Q2 		$1.28B Buy
12,627,006
+261,824
+2% +$25.2M 1.29% 11
2021
Q1 		$1.12B Buy
12,365,182
+153,439
+1% +$13.8M 1.29% 11
2020
Q4 		$1.08B Sell
12,211,743
-522,388
-4% -$43.9M 1.4% 11
2020
Q3 		$1.02B Sell
12,734,131
-633,818
-5% -$49.7M 1.59% 8
2020
Q2 		$961M Sell
13,367,949
-415,020
-3% -$27.6M 1.67% 8
2020
Q1 		$787M Buy
13,782,969
+62,377
+0.5% +$4.11M 1.7% 10
2019
Q4 		$928M Buy
13,720,592
+475,683
+4% +$30.8M 1.69% 10
2019
Q3 		$833M Buy
13,244,909
+357,711
+3% +$22.6M 1.7% 11
2019
Q2 		$808M Buy
12,887,198
+418,831
+3% +$25.8M 1.72% 9
2019
Q1 		$752M Buy
12,468,367
+624,632
+5% +$35.8M 1.71% 9
2018
Q4 		$624M Buy
11,843,735
+672,128
+6% +$38.1M 1.66% 9
2018
Q3 		$694M Buy
11,171,607
+650,592
+6% +$39.3M 1.66% 9
2018
Q2 		$602M Buy
10,521,015
+685,152
+7% +$38.7M 1.58% 9
2018
Q1 		$537M Buy
9,835,863
+731,991
+8% +$41.1M 1.48% 8
2017
Q4 		$490M Buy
9,103,872
+842,519
+10% +$44.3M 1.49% 10
2017
Q3 		$417M Buy
8,261,353
+1,093,639
+15% +$54.2M 1.47% 10
2017
Q2 		$345M Buy
7,167,714
+2,397,237
+50% +$114M 1.31% 10
2017
Q1 		$221M Buy
4,770,477
+4,297,987
+910% +$195M 1.5% 7
2016
Q4 		$20.5M Buy
472,490
+121,370
+35% +$5.15M 0.16% 110
2016
Q3 		$14.9M Buy
351,120
+21,782
+7% +$924K 0.14% 128
2016
Q2 		$13.5M Sell
329,338
-344,746
-51% -$14M 0.11% 141
2016
Q1 		$27.2M Buy
674,084
+84,320
+14% +$3.24M 0.08% 221
2015
Q4 		$23.5M Buy
589,764
+268,908
+84% +$10.9M 0.07% 248
2015
Q3 		$12.6M Buy
320,856
+63,980
+25% +$2.58M 0.07% 242
2015
Q2 		$10.5M Buy
256,876
+24,966
+11% +$1.03M 0.05% 310
2015
Q1 		$9.36M Buy
231,910
+31,316
+16% +$1.25M 0.05% 319
2014
Q4 		$7.86M Sell
200,594
-2,672
-1% -$102K 0.04% 337
2014
Q3 		$7.48M Buy
203,266
+40,784
+25% +$1.53M 0.04% 336
2014
Q2 		$6.04M Sell
162,482
-9,258
-5% -$332K 0.04% 402
2014
Q1 		$6.1M Sell
171,740
-3,814
-2% -$135K 0.04% 385
2013
Q4 		$6.2M Buy
175,554
+16,732
+11% +$564K 0.04% 389
2013
Q3 		$5.16M Buy
158,822
+1,880
+1% +$59.1K 0.03% 407
2013
Q2 		$4.67M Buy
+156,942
New +$4.7M 0.03% 397

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
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 $8.74B AUM 14.62% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

LPL Financial's IUSG Position: Q1 2026 in Review

LPL Financial increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q1 2026, buying an estimated $25.5M and bringing the position to 14,379,337 shares worth $2.23B. The position accounts for 0.59% of the portfolio, ranked #25.

LPL Financial first reported a position in IUSG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.39B in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • LPL Financial held 14,379,337 shares of iShares Core S&P US Growth ETF worth $2.23B as of Q1 2026.
  • LPL Financial bought 154,735 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $25.5M.
  • iShares Core S&P US Growth ETF made up 0.59% of LPL Financial's portfolio in Q1 2026, its #25 holding.
  • LPL Financial first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares Core S&P US Growth ETF position peaked at $2.39B in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.