Marble Harbor Investment Counsel’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Marble Harbor Investment Counsel’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	$279K	Hold	1,800	–	–	0.03%	166
2025 Q4	$302K	Hold	1,800	–	–	0.03%	154
2025 Q3	$296K	Hold	1,800	–	–	0.03%	157
2025 Q2	$271K	Hold	1,800	–	–	0.03%	176
2025 Q1	$229K	Hold	1,800	–	–	0.03%	196
2024 Q4	$251K	Hold	1,800	–	–	0.03%	195
2024 Q3	$237K	Hold	1,800	–	–	0.03%	198
2024 Q2	$229K	Hold	1,800	–	–	0.03%	195
2024 Q1	$211K	Buy	+1,800	New	+$200K	0.02%	196
2023 Q4	–	Sell	-2,190	Closed	-$208K	–	201
2023 Q3	$208K	Buy	+2,190	New	+$215K	0.03%	178

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 $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

Marble Harbor Investment Counsel's IUSG Position: Q1 2026 in Review

Marble Harbor Investment Counsel held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 1,800 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #166.

Marble Harbor Investment Counsel first reported a position in IUSG in Q3 2023 and has held it in 10 quarters since. The position peaked at $302K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Marble Harbor Investment Counsel held 1,800 shares of iShares Core S&P US Growth ETF worth $279K as of Q1 2026.
Marble Harbor Investment Counsel left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.03% of Marble Harbor Investment Counsel's portfolio in Q1 2026, its #166 holding.
Marble Harbor Investment Counsel first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 10 quarters since.
Marble Harbor Investment Counsel's iShares Core S&P US Growth ETF position peaked at $302K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.