Mechanics Financial Corp’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mechanics Financial Corp’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	$27.8K	Hold	179	–	–	0.01%	190
2025 Q4	$30.1K	Hold	179	–	–	0.01%	190
2025 Q3	$29.5K	Hold	179	–	–	0.01%	197
2025 Q2	$26.9K	Hold	179	–	–	0.01%	198
2025 Q1	$22.7K	Hold	179	–	–	0.01%	202
2024 Q4	$24.9K	Hold	179	–	–	0.01%	188
2024 Q3	$23.6K	Hold	179	–	–	0.01%	186
2024 Q2	$22.8K	Hold	179	–	–	0.01%	179
2024 Q1	$21K	Hold	179	–	–	0.01%	173
2023 Q4	$18.6K	Hold	179	–	–	0.01%	165
2023 Q3	$17K	Hold	179	–	–	0.01%	165
2023 Q2	$17.5K	Sell	179 -160	-47%	-$14.7K	0.01%	164
2023 Q1	$30.1K	Hold	339	–	–	0.02%	158
2022 Q4	$28K	Hold	339	–	–	0.02%	159
2022 Q3	$27K	Hold	339	–	–	0.02%	162
2022 Q2	$28K	Hold	339	–	–	0.02%	162
2022 Q1	$36K	Hold	339	–	–	0.02%	156
2021 Q4	$39K	Buy	+339	New	+$37.8K	0.02%	152

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

Mechanics Financial Corp's IUSG Position: Q1 2026 in Review

Mechanics Financial Corp held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 179 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #190.

Mechanics Financial Corp first reported a position in IUSG in Q4 2021 and has held it in 18 quarters since. The position peaked at $39K in Q4 2021. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Mechanics Financial Corp held 179 shares of iShares Core S&P US Growth ETF worth $27.8K as of Q1 2026.
Mechanics Financial Corp left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.01% of Mechanics Financial Corp's portfolio in Q1 2026, its #190 holding.
Mechanics Financial Corp first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's iShares Core S&P US Growth ETF position peaked at $39K in Q4 2021.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.