LRI Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

LRI Investments’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	$66K	Buy	351 +62	+21%	+$11.2K	0.01%	511
2026 Q1	$44.8K	Hold	289	–	–	﹤0.01%	536
2025 Q4	$48.5K	Hold	289	–	–	﹤0.01%	553
2025 Q3	$47.6K	Hold	289	–	–	﹤0.01%	566
2025 Q2	$43.5K	Hold	289	–	–	﹤0.01%	572
2025 Q1	$36.7K	Hold	289	–	–	﹤0.01%	586
2024 Q4	$40.3K	Hold	289	–	–	﹤0.01%	556
2024 Q3	$39.9K	Hold	289	–	–	﹤0.01%	544
2024 Q2	$36.8K	Hold	289	–	–	﹤0.01%	517
2024 Q1	$33.9K	Buy	+289	New	+$32.1K	0.01%	309

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 22.96% 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 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

LRI Investments's IUSG Position: Q2 2026 in Review

LRI Investments increased its iShares Core S&P US Growth ETF (IUSG) stake by 21% in Q2 2026, buying an estimated $11.2K and bringing the position to 351 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #511.

LRI Investments first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

LRI Investments held 351 shares of iShares Core S&P US Growth ETF worth $66K as of Q2 2026.
LRI Investments bought 62 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $11.2K.
iShares Core S&P US Growth ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #511 holding.
LRI Investments first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.