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Moneta Group Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Moneta Group Investment 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 		$2M Sell
10,621
-855
-7% -$154K 0.01% 300
2026
Q1 		$1.78M Buy
11,476
+194
+2% +$31.9K 0.01% 279
2025
Q4 		$1.89M Buy
11,282
+663
+6% +$111K 0.01% 272
2025
Q3 		$1.75M Sell
10,619
-215
-2% -$33.8K 0.01% 274
2025
Q2 		$1.63M Buy
10,834
+1,286
+13% +$174K 0.02% 247
2025
Q1 		$1.21M Buy
9,548
+423
+5% +$58.5K 0.02% 264
2024
Q4 		$1.27M Buy
9,125
+3
+0% +$412 0.02% 257
2024
Q3 		$1.2M Buy
9,122
+5
+0.1% +$636 0.02% 259
2024
Q2 		$1.16M Buy
9,117
+1,446
+19% +$172K 0.02% 254
2024
Q1 		$899K Sell
7,671
-1,296
-14% -$144K 0.01% 281
2023
Q4 		$933K Buy
8,967
+342
+4% +$33.7K 0.02% 247
2023
Q3 		$818K Buy
8,625
+709
+9% +$69.6K 0.02% 248
2023
Q2 		$773K Buy
7,916
+62
+0.8% +$5.69K 0.02% 256
2023
Q1 		$697K Buy
7,854
+295
+4% +$25.1K 0.02% 262
2022
Q4 		$651K Sell
7,559
-411
-5% -$34.3K 0.02% 260
2022
Q3 		$639K Sell
7,970
-1,146
-13% -$103K 0.02% 242
2022
Q2 		$763K Buy
9,116
+1,223
+15% +$112K 0.03% 240
2022
Q1 		$834K Buy
7,893
+6
+0.1% +$623 0.03% 229
2021
Q4 		$912K Buy
+7,887
New +$879K 0.04% 223

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

Moneta Group Investment Advisors's IUSG Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 7.5% in Q2 2026, selling an estimated $154K and leaving 10,621 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #300.

Moneta Group Investment Advisors first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Moneta Group Investment Advisors held 10,621 shares of iShares Core S&P US Growth ETF worth $2M as of Q2 2026.
  • Moneta Group Investment Advisors sold 855 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $154K.
  • iShares Core S&P US Growth ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #300 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.