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

Mill Creek 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 Q1	$433K	Buy	2,792 +1,038	+59%	+$171K	0.01%	175
2025 Q4	$295K	Buy	1,754 +1	+0.1%	+$167	0.01%	212
2025 Q3	$288K	Sell	1,753 -32	-2%	-$5.03K	0.01%	222
2025 Q2	$269K	Buy	1,785 +1	+0.1%	+$136	0.01%	225
2025 Q1	$227K	Buy	1,784 +1	+0.1%	+$138	0.01%	240
2024 Q4	$248K	Buy	+1,783	New	+$245K	0.01%	238

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

Mill Creek Capital Advisors's IUSG Position: Q1 2026 in Review

Mill Creek Capital Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 59% in Q1 2026, buying an estimated $171K and bringing the position to 2,792 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #175.

Mill Creek Capital Advisors first reported a position in IUSG in Q4 2024 and has held it in 6 quarters since. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Mill Creek Capital Advisors held 2,792 shares of iShares Core S&P US Growth ETF worth $433K as of Q1 2026.
Mill Creek Capital Advisors bought 1,038 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $171K.
iShares Core S&P US Growth ETF made up 0.01% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #175 holding.
Mill Creek Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2024 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 Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.