Matrix Private Capital Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Matrix Private Capital 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	$76.4K	Hold	406	–	–	0.03%	109
2026 Q1	$63K	Buy	406 +6	+2%	+$988	0.03%	111
2025 Q4	$67.2K	Hold	400	–	–	0.03%	113
2025 Q3	$65.8K	Hold	400	–	–	0.03%	109
2025 Q2	$60.2K	Hold	400	–	–	0.04%	111
2025 Q1	$50.8K	Hold	400	–	–	0.03%	119
2024 Q4	$55.7K	Hold	400	–	–	0.03%	127
2024 Q3	$52.8K	Hold	400	–	–	0.03%	131
2024 Q2	$51K	Hold	400	–	–	0.03%	130
2024 Q1	$46.9K	Hold	400	–	–	0.03%	126
2023 Q4	$41.6K	Buy	400 +50	+14%	+$4.92K	0.03%	127
2023 Q3	$33.3K	Hold	350	–	–	0.02%	143
2023 Q2	$34.2K	Sell	350 -50	-13%	-$4.59K	0.03%	146
2023 Q1	$35.5K	Hold	400	–	–	0.02%	166
2022 Q4	$32.6K	Hold	400	–	–	0.02%	169
2022 Q3	$32K	Hold	400	–	–	0.02%	172
2022 Q2	$33K	Buy	400 +50	+14%	+$4.58K	0.02%	215
2022 Q1	$37K	Hold	350	–	–	0.02%	227
2021 Q4	$40K	Hold	350	–	–	0.02%	235
2021 Q3	$36K	Hold	350	–	–	0.02%	215
2021 Q2	$35K	Hold	350	–	–	0.02%	216
2021 Q1	$32K	Sell	350 -113	-24%	-$10.2K	0.02%	213
2020 Q4	$41K	Hold	463	–	–	0.03%	196
2020 Q3	$37K	Hold	463	–	–	0.04%	146
2020 Q2	$33K	Hold	463	–	–	0.04%	143
2020 Q1	$26K	Hold	463	–	–	0.04%	133
2019 Q4	$31K	Buy	+463	New	+$30K	0.03%	174

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

Matrix Private Capital Group's IUSG Position: Q2 2026 in Review

Matrix Private Capital Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 406 shares worth $76.4K. The position accounts for 0.03% of the portfolio, ranked #109.

Matrix Private Capital Group first reported a position in IUSG in Q4 2019 and has held it in 27 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Matrix Private Capital Group held 406 shares of iShares Core S&P US Growth ETF worth $76.4K as of Q2 2026.
Matrix Private Capital Group left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of Matrix Private Capital Group's portfolio in Q2 2026, its #109 holding.
Matrix Private Capital Group first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 27 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.