MassMutual Private Wealth & Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MassMutual Private Wealth & Trust’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	$301K	Hold	1,600	–	–	0.01%	390
2026 Q1	$248K	Hold	1,600	–	–	0.01%	404
2025 Q4	$269K	Hold	1,600	–	–	0.01%	391
2025 Q3	$263K	Hold	1,600	–	–	0.01%	400
2025 Q2	$241K	Hold	1,600	–	–	0.01%	415
2025 Q1	$203K	Hold	1,600	–	–	0.01%	424
2024 Q4	$223K	Hold	1,600	–	–	0.01%	426
2024 Q3	$211K	Hold	1,600	–	–	0.01%	398
2024 Q2	$204K	Hold	1,600	–	–	0.01%	398
2024 Q1	$188K	Hold	1,600	–	–	0.01%	390
2023 Q4	$167K	Hold	1,600	–	–	0.01%	390
2023 Q3	$152K	Hold	1,600	–	–	0.01%	397
2023 Q2	$156K	Hold	1,600	–	–	0.01%	380
2023 Q1	$142K	Hold	1,600	–	–	0.01%	383
2022 Q4	$130K	Hold	1,600	–	–	0.01%	383
2022 Q3	$128K	Hold	1,600	–	–	0.01%	362
2022 Q2	$134K	Hold	1,600	–	–	0.01%	359
2022 Q1	$169K	Hold	1,600	–	–	0.01%	347
2021 Q4	$185K	Hold	1,600	–	–	0.01%	348
2021 Q3	$164K	Hold	1,600	–	–	0.01%	346
2021 Q2	$162K	Hold	1,600	–	–	0.01%	351
2021 Q1	$145K	Hold	1,600	–	–	0.01%	355
2020 Q4	$142K	Hold	1,600	–	–	0.01%	361
2020 Q3	$128K	Hold	1,600	–	–	0.01%	359
2020 Q2	$115K	Sell	1,600 -3,475	-68%	-$231K	0.01%	354
2020 Q1	$290K	Buy	+5,075	New	+$334K	0.02%	277

Other funds holding IUSG

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CSWG

Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

MassMutual Private Wealth & Trust's IUSG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,600 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #390.

MassMutual Private Wealth & Trust first reported a position in IUSG in Q1 2020 and has held it in 26 quarters since. 435 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

MassMutual Private Wealth & Trust held 1,600 shares of iShares Core S&P US Growth ETF worth $301K as of Q2 2026.
MassMutual Private Wealth & Trust left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #390 holding.
MassMutual Private Wealth & Trust first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and has held it in 26 quarters since.
435 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.