Mitchell McLeod Pugh & Williams’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mitchell McLeod Pugh & Williams’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	$1.51M	Buy	8,005 +2	+0%	+$361	0.18%	101
2026 Q1	$1.24M	Buy	8,003 +2	+0%	+$329	0.18%	109
2025 Q4	$1.33M	Buy	8,001 +3	+0%	+$500	0.19%	103
2025 Q3	$1.37M	Buy	7,998 +3	+0%	+$471	0.22%	90
2025 Q2	$1.2M	Sell	7,995 -108	-1%	-$14.6K	0.22%	96
2025 Q1	$1.03M	Buy	8,103 +130	+2%	+$18K	0.21%	104
2024 Q4	$1.11M	Buy	7,973 +146	+2%	+$20K	0.23%	92
2024 Q3	$1.03M	Buy	7,827 +12	+0.2%	+$1.53K	0.22%	105
2024 Q2	$996K	Hold	7,815	–	–	0.23%	95
2024 Q1	$916K	Buy	7,815 +866	+12%	+$96.3K	0.22%	106
2023 Q4	$723K	Buy	6,949 +205	+3%	+$20.2K	0.19%	127
2023 Q3	$640K	Buy	6,744 +400	+6%	+$39.2K	0.19%	125
2023 Q2	$619K	Hold	6,344	–	–	0.18%	129
2023 Q1	$563K	Hold	6,344	–	–	0.18%	137
2022 Q4	$517K	Hold	6,344	–	–	0.17%	136
2022 Q3	$509K	Hold	6,344	–	–	0.2%	125
2022 Q2	$531K	Hold	6,344	–	–	0.21%	123
2022 Q1	$670K	Hold	6,344	–	–	0.22%	114
2021 Q4	$734K	Hold	6,344	–	–	0.24%	115
2021 Q3	$650K	Buy	+6,344	New	+$670K	0.24%	118

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 22.9% 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

Mitchell McLeod Pugh & Williams's IUSG Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.02% in Q2 2026, buying an estimated $361 and bringing the position to 8,005 shares worth $1.51M. The position accounts for 0.18% of the portfolio, ranked #101.

Mitchell McLeod Pugh & Williams first reported a position in IUSG in Q3 2021 and has held it in 20 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Mitchell McLeod Pugh & Williams held 8,005 shares of iShares Core S&P US Growth ETF worth $1.51M as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 2 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $361.
iShares Core S&P US Growth ETF made up 0.18% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #101 holding.
Mitchell McLeod Pugh & Williams first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 20 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.