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Magnolia Capital Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Magnolia Capital Advisors’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 		$1.03M Sell
6,653
-976
-13% -$161K 0.2% 130
2025
Q4 		$1.28M Buy
7,629
+517
+7% +$86.2K 0.27% 93
2025
Q3 		$1.17M Sell
7,112
-275
-4% -$43.2K 0.31% 90
2025
Q2 		$1.11M Sell
7,387
-139
-2% -$18.8K 0.28% 94
2025
Q1 		$956K Sell
7,526
-512
-6% -$70.8K 0.26% 100
2024
Q4 		$1.12M Buy
8,038
+368
+5% +$50.5K 0.29% 91
2024
Q3 		$1.01M Sell
7,670
-77
-1% -$9.79K 0.51% 58
2024
Q2 		$988K Buy
+7,747
New +$924K 0.55% 52
2023
Q2 		– Sell
-11,953
Closed -$1.06M – 140
2023
Q1 		$1.06M Sell
11,953
-52
-0.4% -$4.43K 0.55% 54
2022
Q4 		$979K Buy
12,005
+227
+2% +$19K 0.65% 51
2022
Q3 		$944K Buy
11,778
+21
+0.2% +$1.89K 0.8% 43
2022
Q2 		$984K Sell
11,757
-223
-2% -$20.4K 0.89% 42
2022
Q1 		$1.27M Sell
11,980
-12,120
-50% -$1.26M 0.5% 59
2021
Q4 		$2.79M Buy
24,100
+11,378
+89% +$1.27M 0.82% 31
2021
Q3 		$1.3M Buy
12,722
+17
+0.1% +$1.8K 0.45% 57
2021
Q2 		$1.28M Buy
+12,705
New +$1.22M 0.57% 45
2021
Q1 		– Sell
-12,452
Closed -$1.1M – 102
2020
Q4 		$1.1M Buy
12,452
+79
+0.6% +$6.65K 0.71% 31
2020
Q3 		$990K Sell
12,373
-270
-2% -$21.2K 0.78% 28
2020
Q2 		$909K Sell
12,643
-109
-0.9% -$7.24K 1.17% 22
2020
Q1 		$728K Buy
12,752
+2,914
+30% +$192K 1.41% 20
2019
Q4 		$665K Buy
+9,838
New +$637K 0.63% 29

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $9.54B AUM 19.86% 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

Magnolia Capital Advisors's IUSG Position: Q1 2026 in Review

Magnolia Capital Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q1 2026, selling an estimated $161K and leaving 6,653 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #130.

Magnolia Capital Advisors first reported a position in IUSG in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.79M in Q4 2021. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Magnolia Capital Advisors held 6,653 shares of iShares Core S&P US Growth ETF worth $1.03M as of Q1 2026.
  • Magnolia Capital Advisors sold 976 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $161K.
  • iShares Core S&P US Growth ETF made up 0.2% of Magnolia Capital Advisors's portfolio in Q1 2026, its #130 holding.
  • Magnolia Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 21 quarters since.
  • Magnolia Capital Advisors's iShares Core S&P US Growth ETF position peaked at $2.79M in Q4 2021.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.