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

MAI 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
Q2 		$5.1M Buy
27,123
+20,775
+327% +$3.75M 0.02% 478
2026
Q1 		$985K Sell
6,348
-49
-0.8% -$8.07K 0.01% 781
2025
Q4 		$1.07M Sell
6,397
-112
-2% -$18.7K 0.01% 713
2025
Q3 		$1.07M Buy
6,509
+150
+2% +$23.6K 0.01% 687
2025
Q2 		$956K Sell
6,359
-40
-0.6% -$5.42K 0.01% 663
2025
Q1 		$813K Sell
6,399
-39
-0.6% -$5.39K 0.01% 681
2024
Q4 		$897K Buy
6,438
+888
+16% +$122K 0.01% 666
2024
Q3 		$732K Sell
5,550
-1,500
-21% -$191K 0.01% 646
2024
Q2 		$899K Buy
7,050
+1,517
+27% +$181K 0.01% 633
2024
Q1 		$648K Sell
5,533
-355
-6% -$39.5K 0.01% 712
2023
Q4 		$613K Sell
5,888
-187
-3% -$18.4K 0.01% 627
2023
Q3 		$576K Buy
6,075
+533
+10% +$52.3K 0.01% 590
2023
Q2 		$541K Sell
5,542
-29
-0.5% -$2.66K 0.01% 606
2023
Q1 		$495K Buy
5,571
+526
+10% +$44.8K 0.01% 643
2022
Q4 		$411K Sell
5,045
-1,567
-24% -$131K 0.01% 663
2022
Q3 		$530K Buy
6,612
+835
+14% +$75.2K 0.01% 538
2022
Q2 		$484K Sell
5,777
-35
-0.6% -$3.21K 0.01% 556
2022
Q1 		$614K Hold
5,812
– – 0.01% 506
2021
Q4 		$672K Buy
+5,812
New +$648K 0.01% 489

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MAI Capital Management's IUSG Position: Q2 2026 in Review

MAI Capital Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 327% in Q2 2026, buying an estimated $3.75M and bringing the position to 27,123 shares worth $5.1M. The position accounts for 0.02% of the portfolio, ranked #478.

MAI Capital Management first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • MAI Capital Management held 27,123 shares of iShares Core S&P US Growth ETF worth $5.1M as of Q2 2026.
  • MAI Capital Management bought 20,775 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.75M.
  • iShares Core S&P US Growth ETF made up 0.02% of MAI Capital Management's portfolio in Q2 2026, its #478 holding.
  • MAI Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.