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

Mitchell 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	$947K	Sell	5,037 -37	-0.7%	-$6.68K	0.14%	86
2026 Q1	$787K	Sell	5,074 -4	-0.1%	-$658	0.14%	86
2025 Q4	$853K	Sell	5,078 -651	-11%	-$109K	0.15%	80
2025 Q3	$943K	Buy	5,729 +159	+3%	+$25K	0.16%	81
2025 Q2	$855K	Sell	5,570 -1,024	-16%	-$139K	0.16%	79
2025 Q1	$838K	Sell	6,594 -1,188	-15%	-$164K	0.16%	77
2024 Q4	$1.08M	Buy	7,782 +1,492	+24%	+$205K	0.19%	74
2024 Q3	$830K	Sell	6,290 -1,150	-15%	-$146K	0.15%	78
2024 Q2	$948K	Sell	7,440 -830	-10%	-$99K	0.17%	79
2024 Q1	$969K	Sell	8,270 -60,548	-88%	-$6.74M	0.19%	88
2023 Q4	$7.16M	Buy	68,818 +2,344	+4%	+$231K	1.51%	16
2023 Q3	$6.3M	Sell	66,474 -97	-0.1%	-$9.52K	1.5%	16
2023 Q2	$6.5M	Buy	66,571 +5,305	+9%	+$487K	1.49%	14
2023 Q1	$5.44M	Sell	61,266 -18,000	-23%	-$1.53M	1.35%	17
2022 Q4	$6.46M	Buy	79,266 +17,508	+28%	+$1.46M	1.79%	8
2022 Q3	$4.95M	Sell	61,758 -11,500	-16%	-$1.04M	1.41%	13
2022 Q2	$6.13M	Buy	73,258 +3,684	+5%	+$338K	1.72%	9
2022 Q1	$7.35M	Buy	69,574 +12,338	+22%	+$1.28M	1.64%	9
2021 Q4	$6.62M	Sell	57,236 -4,548	-7%	-$507K	1.34%	16
2021 Q3	$6.33M	Sell	61,784 -532	-0.9%	-$56.2K	1.42%	10
2021 Q2	$6.29M	Sell	62,316 -1,798	-3%	-$173K	1.38%	12
2021 Q1	$5.82M	Sell	64,114 -18,805	-23%	-$1.69M	1.42%	10
2020 Q4	$7.35M	Sell	82,919 -19,288	-19%	-$1.62M	1.85%	8
2020 Q3	$8.18M	Sell	102,207 -16,421	-14%	-$1.29M	2.37%	5
2020 Q2	$8.53M	Sell	118,628 -28,452	-19%	-$1.89M	2.74%	5
2020 Q1	$8.4M	Sell	147,080 -68,426	-32%	-$4.5M	3.27%	5
2019 Q4	$14.6M	Sell	215,506 -22,436	-9%	-$1.45M	4.63%	2
2019 Q3	$15M	Buy	237,942 +11,576	+5%	+$732K	5.05%	1
2019 Q2	$14.2M	Buy	226,366 +66,178	+41%	+$4.07M	4.76%	1
2019 Q1	$9.66M	Buy	+160,188	New	+$9.19M	3.41%	5

Other funds holding IUSG

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

Mitchell Capital Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.73% in Q2 2026, selling an estimated $6.68K and leaving 5,037 shares worth $947K. The position accounts for 0.14% of the portfolio, ranked #86.

Mitchell Capital Management first reported a position in IUSG in Q1 2019 and has held it in 30 quarters since. The position peaked at $15M in Q3 2019. 821 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Mitchell Capital Management held 5,037 shares of iShares Core S&P US Growth ETF worth $947K as of Q2 2026.
Mitchell Capital Management sold 37 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $6.68K.
iShares Core S&P US Growth ETF made up 0.14% of Mitchell Capital Management's portfolio in Q2 2026, its #86 holding.
Mitchell Capital Management first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 30 quarters since.
Mitchell Capital Management's iShares Core S&P US Growth ETF position peaked at $15M in Q3 2019.
821 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.