Mariner
IUSG icon

Mariner’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mariner’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 		$9.16M Sell
48,727
-19,352
-28% -$3.5M 0.01% 772
2026
Q1 		$10.6M Buy
68,079
+5,629
+9% +$927K 0.01% 715
2025
Q4 		$10.5M Buy
62,450
+1,204
+2% +$201K 0.01% 689
2025
Q3 		$10.1M Buy
61,246
+430
+0.7% +$67.5K 0.01% 638
2025
Q2 		$9.15M Sell
60,816
-2,160
-3% -$293K 0.01% 635
2025
Q1 		$8M Buy
62,976
+6,347
+11% +$878K 0.01% 632
2024
Q4 		$7.89M Buy
56,629
+3,678
+7% +$505K 0.01% 627
2024
Q3 		$6.98M Buy
52,951
+2,964
+6% +$377K 0.01% 662
2024
Q2 		$6.37M Buy
49,987
+643
+1% +$76.7K 0.01% 647
2024
Q1 		$5.78M Sell
49,344
-4,727
-9% -$526K 0.01% 671
2023
Q4 		$5.63M Buy
54,071
+4,086
+8% +$403K 0.01% 645
2023
Q3 		$4.74M Sell
49,985
-1,293
-3% -$127K 0.01% 658
2023
Q2 		$5.01M Sell
51,278
-1,809
-3% -$166K 0.01% 649
2023
Q1 		$4.71M Buy
53,087
+7,774
+17% +$662K 0.01% 652
2022
Q4 		$3.69M Buy
45,313
+23,621
+109% +$1.97M 0.01% 708
2022
Q3 		$1.74M Buy
21,692
+2,437
+13% +$219K 0.01% 831
2022
Q2 		$1.61M Sell
19,255
-5,683
-23% -$521K 0.01% 767
2022
Q1 		$2.63M Buy
24,938
+86
+0.3% +$8.93K 0.01% 653
2021
Q4 		$2.87M Buy
24,852
+2,685
+12% +$299K 0.01% 565
2021
Q3 		$2.27M Buy
22,167
+2,715
+14% +$287K 0.01% 510
2021
Q2 		$1.96M Buy
19,452
+126
+0.7% +$12.1K 0.01% 496
2021
Q1 		$1.75M Sell
19,326
-7,856
-29% -$708K 0.01% 483
2020
Q4 		$2.41M Buy
+27,182
New +$2.29M 0.02% 395
2020
Q2 		– Sell
-10,611
Closed -$606K – 742
2020
Q1 		$606K Buy
+10,611
New +$698K 0.01% 550
2019
Q3 		– Sell
-6,620
Closed -$415K – 863
2019
Q2 		$415K Buy
+6,620
New +$407K 0.01% 778
2016
Q4 		– Sell
-130
Closed -$6K – 684
2016
Q3 		$6K Buy
+130
New +$5.51K ﹤0.01% 754

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

Mariner's IUSG Position: Q2 2026 in Review

Mariner reduced its iShares Core S&P US Growth ETF (IUSG) stake by 28% in Q2 2026, selling an estimated $3.5M and leaving 48,727 shares worth $9.16M. The position accounts for 0.01% of the portfolio, ranked #772.

Mariner first reported a position in IUSG in Q3 2016 and has held it in 26 quarters since. The position peaked at $10.6M in Q1 2026. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Mariner held 48,727 shares of iShares Core S&P US Growth ETF worth $9.16M as of Q2 2026.
  • Mariner sold 19,352 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.5M.
  • iShares Core S&P US Growth ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #772 holding.
  • Mariner first reported a position in iShares Core S&P US Growth ETF in Q3 2016 and has held it in 26 quarters since.
  • Mariner's iShares Core S&P US Growth ETF position peaked at $10.6M in Q1 2026.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.