Madison Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Madison Asset 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	$18.8M	Buy	121,279 +118,312	+3,988%	+$19.5M	0.23%	104
2025 Q4	$498K	Sell	2,967 -848	-22%	-$141K	0.01%	315
2025 Q3	$628K	Sell	3,815 -429	-10%	-$67.4K	0.01%	299
2025 Q2	$638K	Sell	4,244 -413	-9%	-$56K	0.01%	295
2025 Q1	$592K	Buy	4,657 +2,090	+81%	+$289K	0.01%	289
2024 Q4	$358K	Sell	2,567 -2,086	-45%	-$286K	﹤0.01%	314
2024 Q3	$614K	Hold	4,653	–	–	0.01%	292
2024 Q2	$593K	Sell	4,653 -573	-11%	-$68.3K	0.01%	290
2024 Q1	$613K	Hold	5,226	–	–	0.01%	292
2023 Q4	$544K	Buy	5,226 +395	+8%	+$38.9K	0.01%	296
2023 Q3	$458K	Sell	4,831 -15	-0.3%	-$1.47K	0.01%	300
2023 Q2	$473K	Buy	4,846 +1,343	+38%	+$123K	0.01%	293
2023 Q1	$311K	Sell	3,503 -44,441	-93%	-$3.78M	﹤0.01%	287
2022 Q4	$3.91M	Sell	47,944 -416,381	-90%	-$34.8M	0.06%	189
2022 Q3	$37.2M	Buy	464,325 +431,798	+1,328%	+$38.9M	0.63%	61
2022 Q2	$2.72M	Sell	32,527 -168,441	-84%	-$15.4M	0.04%	237
2022 Q1	$21.2M	Buy	200,968 +15,917	+9%	+$1.65M	0.3%	96
2021 Q4	$21.4M	Buy	185,051 +153,770	+492%	+$17.1M	0.28%	99
2021 Q3	$3.2M	Buy	+31,281	New	+$3.3M	0.04%	231

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 $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 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

Madison Asset Management's IUSG Position: Q1 2026 in Review

Madison Asset Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 3,988% in Q1 2026, buying an estimated $19.5M and bringing the position to 121,279 shares worth $18.8M. The position accounts for 0.23% of the portfolio, ranked #104.

Madison Asset Management first reported a position in IUSG in Q3 2021 and has held it in 19 quarters since. The position peaked at $37.2M in Q3 2022. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Madison Asset Management held 121,279 shares of iShares Core S&P US Growth ETF worth $18.8M as of Q1 2026.
Madison Asset Management bought 118,312 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $19.5M.
iShares Core S&P US Growth ETF made up 0.23% of Madison Asset Management's portfolio in Q1 2026, its #104 holding.
Madison Asset Management first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 19 quarters since.
Madison Asset Management's iShares Core S&P US Growth ETF position peaked at $37.2M in Q3 2022.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.