MOTCO’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MOTCO’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	$27.1K	Hold	144	–	–	﹤0.01%	363
2026 Q1	$22.3K	Hold	144	–	–	﹤0.01%	401
2025 Q4	$24.2K	Buy	+144	New	+$24K	﹤0.01%	392
2022 Q4	–	Sell	-139	Closed	-$11K	–	640
2022 Q3	$11K	Buy	+139	New	+$12.5K	﹤0.01%	500

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MOTCO's IUSG Position: Q2 2026 in Review

MOTCO held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 144 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

MOTCO first reported a position in IUSG in Q3 2022 and has held it in 4 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

MOTCO held 144 shares of iShares Core S&P US Growth ETF worth $27.1K as of Q2 2026.
MOTCO left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #363 holding.
MOTCO first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 4 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.