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

Mather Group’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	$74.1K	Buy	394 +95	+32%	+$17.2K	﹤0.01%	1010
2026 Q1	$46.3K	Buy	+299	New	+$49.2K	﹤0.01%	1073
2025 Q4	–	Sell	-323	Closed	-$53.1K	–	1146
2025 Q3	$53.1K	Buy	+323	New	+$50.7K	﹤0.01%	894
2025 Q2	–	Sell	-265	Closed	-$33.7K	–	1166
2025 Q1	$33.7K	Hold	265	–	–	﹤0.01%	969
2024 Q4	$36.9K	Hold	265	–	–	﹤0.01%	932
2024 Q3	$35K	Sell	265 -125	-32%	-$15.9K	﹤0.01%	950
2024 Q2	$45.7K	Buy	390 +279	+251%	+$33.3K	﹤0.01%	1028
2024 Q1	$11.6K	Buy	+111	New	+$12.3K	﹤0.01%	1163

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mather Group's IUSG Position: Q2 2026 in Review

Mather Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 32% in Q2 2026, buying an estimated $17.2K and bringing the position to 394 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Mather Group first reported a position in IUSG in Q1 2024 and has held it in 8 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Mather Group held 394 shares of iShares Core S&P US Growth ETF worth $74.1K as of Q2 2026.
Mather Group bought 95 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $17.2K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1010 holding.
Mather Group first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 8 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.