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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MOTCO's IUSG Position: Q1 2026 in Review

MOTCO held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 144 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

MOTCO first reported a position in IUSG in Q3 2022 and has held it in 3 quarters since. The position peaked at $24.2K in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • MOTCO held 144 shares of iShares Core S&P US Growth ETF worth $22.3K as of Q1 2026.
  • MOTCO left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of MOTCO's portfolio in Q1 2026, its #401 holding.
  • MOTCO first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 3 quarters since.
  • MOTCO's iShares Core S&P US Growth ETF position peaked at $24.2K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.