M1 Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

M1 Capital Management’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	$393K	Sell	2,532 -69	-3%	-$11.4K	0.18%	73
2025 Q4	$437K	Sell	2,601 -367	-12%	-$61.2K	0.18%	72
2025 Q3	$488K	Sell	2,968 -239	-7%	-$37.5K	0.21%	64
2025 Q2	$482K	Sell	3,207 -1	-0%	-$136	0.24%	55
2025 Q1	$408K	Hold	3,208	–	–	0.25%	54
2024 Q4	$447K	Buy	+3,208	New	+$440K	0.24%	49

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M1 Capital Management's IUSG Position: Q1 2026 in Review

M1 Capital Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.7% in Q1 2026, selling an estimated $11.4K and leaving 2,532 shares worth $393K. The position accounts for 0.18% of the portfolio, ranked #73.

M1 Capital Management first reported a position in IUSG in Q4 2024 and has held it in 6 quarters since. The position peaked at $488K in Q3 2025. 863 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

M1 Capital Management held 2,532 shares of iShares Core S&P US Growth ETF worth $393K as of Q1 2026.
M1 Capital Management sold 69 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $11.4K.
iShares Core S&P US Growth ETF made up 0.18% of M1 Capital Management's portfolio in Q1 2026, its #73 holding.
M1 Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 6 quarters since.
M1 Capital Management's iShares Core S&P US Growth ETF position peaked at $488K in Q3 2025.
863 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.