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

McDonald Partners’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	$6.02M	Hold	32,000	–	–	1.46%	13
2026 Q1	$4.96M	Sell	32,000 -33	-0.1%	-$5.43K	1.17%	25
2025 Q4	$5.38M	Hold	32,033	–	–	1.69%	12
2025 Q3	$5.27M	Hold	32,033	–	–	1.57%	12
2025 Q2	$4.82M	Hold	32,033	–	–	1.16%	17
2025 Q1	$4.07M	Buy	32,033 +33	+0.1%	+$4.56K	1.06%	22
2024 Q4	$4.46M	Hold	32,000	–	–	1.14%	19
2024 Q3	$4.22M	Hold	32,000	–	–	1.06%	23
2024 Q2	$4.08M	Hold	32,000	–	–	1.09%	23
2024 Q1	$3.75M	Hold	32,000	–	–	1.03%	23
2023 Q4	$3.33M	Hold	32,000	–	–	0.99%	26
2023 Q3	$3.03M	Hold	32,000	–	–	0.99%	25
2023 Q2	$3.12M	Hold	32,000	–	–	0.95%	29
2023 Q1	$2.84M	Hold	32,000	–	–	0.92%	30
2022 Q4	$2.61M	Hold	32,000	–	–	0.89%	31
2022 Q3	$2.57M	Sell	32,000 -1,031	-3%	-$92.8K	0.98%	26
2022 Q2	$2.77M	Sell	33,031 -3,000	-8%	-$275K	0.71%	37
2022 Q1	$3.81M	Buy	+36,031	New	+$3.74M	0.83%	30
2021 Q4	–	Sell	-36,056	Closed	-$3.69M	–	635
2021 Q3	$3.69M	Hold	36,056	–	–	0.87%	29
2021 Q2	$3.64M	Hold	36,056	–	–	0.86%	31
2021 Q1	$3.27M	Buy	36,056 +256	+0.7%	+$23.1K	0.84%	30
2020 Q4	$3.17M	Buy	+35,800	New	+$3.01M	0.89%	24

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

McDonald Partners's IUSG Position: Q2 2026 in Review

McDonald Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 32,000 shares worth $6.02M. The position accounts for 1.46% of the portfolio, ranked #13.

McDonald Partners first reported a position in IUSG in Q4 2020 and has held it in 22 quarters since. 931 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

McDonald Partners held 32,000 shares of iShares Core S&P US Growth ETF worth $6.02M as of Q2 2026.
McDonald Partners left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 1.46% of McDonald Partners's portfolio in Q2 2026, its #13 holding.
McDonald Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 22 quarters since.
931 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.