McIlrath & Eck’s iShares Core S&P US Growth ETF IUSG Stock Holding History

McIlrath & Eck’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	$831K	Buy	5,358 +4,073	+317%	+$670K	0.06%	107
2025 Q4	$216K	Sell	1,285 -378	-23%	-$63.1K	0.02%	161
2025 Q3	$274K	Buy	1,663 +3	+0.2%	+$471	0.03%	117
2025 Q2	$250K	Sell	1,660 -1,925	-54%	-$261K	0.03%	118
2025 Q1	$456K	Buy	+3,585	New	+$496K	0.06%	82
2023 Q4	–	Sell	-4,112	Closed	-$390K	–	936
2023 Q3	$390K	Buy	+4,112	New	+$403K	0.08%	80

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McIlrath & Eck's IUSG Position: Q1 2026 in Review

McIlrath & Eck increased its iShares Core S&P US Growth ETF (IUSG) stake by 317% in Q1 2026, buying an estimated $670K and bringing the position to 5,358 shares worth $831K. The position accounts for 0.06% of the portfolio, ranked #107.

McIlrath & Eck first reported a position in IUSG in Q3 2023 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

McIlrath & Eck held 5,358 shares of iShares Core S&P US Growth ETF worth $831K as of Q1 2026.
McIlrath & Eck bought 4,073 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $670K.
iShares Core S&P US Growth ETF made up 0.06% of McIlrath & Eck's portfolio in Q1 2026, its #107 holding.
McIlrath & Eck first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 6 quarters since.
865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.