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

Mount Yale 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 		$2.76M Sell
14,687
-17,299
-54% -$3.12M 0.05% 341
2026
Q1 		$4.96M Buy
+31,986
New +$5.27M 0.12% 187
2025
Q3 		– Sell
-229
Closed -$34.5K – 1135
2025
Q2 		$34.5K Buy
+229
New +$31K ﹤0.01% 922

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 22.9% 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
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

Mount Yale Investment Advisors's IUSG Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 54% in Q2 2026, selling an estimated $3.12M and leaving 14,687 shares worth $2.76M. The position accounts for 0.05% of the portfolio, ranked #341.

Mount Yale Investment Advisors first reported a position in IUSG in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.96M in Q1 2026. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Mount Yale Investment Advisors held 14,687 shares of iShares Core S&P US Growth ETF worth $2.76M as of Q2 2026.
  • Mount Yale Investment Advisors sold 17,299 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.12M.
  • iShares Core S&P US Growth ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #341 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's iShares Core S&P US Growth ETF position peaked at $4.96M in Q1 2026.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.