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 Q3	$6.2M	Hold	32,000	–	–	1.47%	12
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	$2.76M	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	$3.18M	Buy	+35,800	New	+$3.01M	0.89%	24

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

McDonald Partners's IUSG Position: Q3 2026 in Review

McDonald Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 32,000 shares worth $6.2M. The position accounts for 1.47% of the portfolio, ranked #12.

McDonald Partners first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. 840 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

McDonald Partners held 32,000 shares of iShares Core S&P US Growth ETF worth $6.2M as of Q3 2026.
McDonald Partners left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
iShares Core S&P US Growth ETF made up 1.47% of McDonald Partners's portfolio in Q3 2026, its #12 holding.
McDonald Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
840 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on McDonald Partners's 13F filing for Q3 2026, filed 3 Nov 2026.