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Miller Global Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Miller Global Investments’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 		– Sell
-1,185
Closed -$184K – 303
2026
Q1 		$184K Hold
1,185
– – 0.17% 132
2025
Q4 		$199K Buy
+1,185
New +$198K 0.18% 133

Other funds holding IUSG

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

Miller Global Investments's IUSG Position: Q2 2026 in Review

Miller Global Investments sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 1,185 shares — an estimated $184K sold.

Miller Global Investments first reported a position in IUSG in Q4 2025 and held it in 2 quarters. The position peaked at $199K in Q4 2025. 526 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Miller Global Investments reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Miller Global Investments sold 1,185 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $184K.
  • Miller Global Investments first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and held it in 2 quarters.
  • Miller Global Investments's iShares Core S&P US Growth ETF position peaked at $199K in Q4 2025.
  • 526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.