MCA
IUSG icon

Midwest Capital Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Midwest Capital Advisors’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 		$4.72K Buy
+25
New +$4.52K ﹤0.01% 182
2025
Q4 		– Sell
-18
Closed -$2.97K – 209
2025
Q3 		$2.97K Buy
18
+15
+500% +$2.36K ﹤0.01% 182
2025
Q2 		$451 Buy
+3
New +$407 ﹤0.01% 186

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Midwest Capital Advisors's IUSG Position: Q2 2026 in Review

Midwest Capital Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 25 shares worth $4.72K. The stake represents ﹤0.01% of the portfolio and ranks #182 among its holdings. This is a return to the name: Midwest Capital Advisors previously reported a position in IUSG as recently as Q3 2025.

Midwest Capital Advisors first reported a position in IUSG in Q2 2025 and has held it in 3 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Midwest Capital Advisors held 25 shares of iShares Core S&P US Growth ETF worth $4.72K as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Midwest Capital Advisors position in Q2 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Midwest Capital Advisors's portfolio in Q2 2026, its #182 holding.
  • Midwest Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Midwest Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.