MidAtlantic Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MidAtlantic Capital Management’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 Q2	$1.01M	Hold	5,394	–	–	0.63%	42
2026 Q1	$837K	Hold	5,394	–	–	0.58%	44
2025 Q4	$906K	Hold	5,394	–	–	0.58%	41
2025 Q3	$888K	Hold	5,394	–	–	0.61%	44
2025 Q2	$811K	Hold	5,394	–	–	0.58%	47
2025 Q1	$685K	Hold	5,394	–	–	0.54%	48
2024 Q4	$752K	Hold	5,394	–	–	0.55%	45
2024 Q3	$712K	Hold	5,394	–	–	0.52%	46
2024 Q2	$688K	Hold	5,394	–	–	0.58%	42
2024 Q1	$632K	Hold	5,394	–	–	0.55%	45
2023 Q4	$562K	Buy	+5,394	New	+$531K	0.55%	48

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MidAtlantic Capital Management's IUSG Position: Q2 2026 in Review

MidAtlantic Capital Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 5,394 shares worth $1.01M. The position accounts for 0.63% of the portfolio, ranked #42.

MidAtlantic Capital Management first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

MidAtlantic Capital Management held 5,394 shares of iShares Core S&P US Growth ETF worth $1.01M as of Q2 2026.
MidAtlantic Capital Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.63% of MidAtlantic Capital Management's portfolio in Q2 2026, its #42 holding.
MidAtlantic Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.