Mechanics Bank - Trust Department’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mechanics Bank - Trust Department’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	–	Sell	-1,704	Closed	-$286K	–	208
2025 Q4	$286K	Buy	+1,704	New	+$284K	0.04%	182

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

Mechanics Bank - Trust Department's IUSG Position: Q1 2026 in Review

Mechanics Bank - Trust Department sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 1,704 shares — an estimated $286K sold.

Mechanics Bank - Trust Department first reported a position in IUSG in Q4 2025 and held it in 1 quarter. The position peaked at $286K in Q4 2025. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Mechanics Bank - Trust Department reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Mechanics Bank - Trust Department sold 1,704 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $286K.
Mechanics Bank - Trust Department first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and held it in 1 quarter.
Mechanics Bank - Trust Department's iShares Core S&P US Growth ETF position peaked at $286K in Q4 2025.
865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q1 2026, filed 9 Apr 2026.