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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
Q3 		$27.9K Hold
144
– – ﹤0.01% 399
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

MOTCO's IUSG Position: Q3 2026 in Review

MOTCO held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 144 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

MOTCO first reported a position in IUSG in Q3 2022 and has held it in 5 quarters since. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

  • MOTCO held 144 shares of iShares Core S&P US Growth ETF worth $27.9K as of Q3 2026.
  • MOTCO left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #399 holding.
  • MOTCO first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 5 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.