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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McDonald Partners's IUSG Position: Q1 2026 in Review

McDonald Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.1% in Q1 2026, selling an estimated $5.43K and leaving 32,000 shares worth $4.96M. The position accounts for 1.17% of the portfolio, ranked #25.

McDonald Partners first reported a position in IUSG in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.38M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

McDonald Partners held 32,000 shares of iShares Core S&P US Growth ETF worth $4.96M as of Q1 2026.
McDonald Partners sold 33 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $5.43K.
iShares Core S&P US Growth ETF made up 1.17% of McDonald Partners's portfolio in Q1 2026, its #25 holding.
McDonald Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 21 quarters since.
McDonald Partners's iShares Core S&P US Growth ETF position peaked at $5.38M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.