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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
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 $1.37T 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 $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 $1.56T 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

Mount Yale Investment Advisors's IUSG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q1 2026: 31,986 shares worth $4.96M. The stake represents 0.12% of the portfolio and ranks #187 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in IUSG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in IUSG in Q2 2025 and has held it in 2 quarters since. 864 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Mount Yale Investment Advisors held 31,986 shares of iShares Core S&P US Growth ETF worth $4.96M as of Q1 2026.
  • iShares Core S&P US Growth ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • iShares Core S&P US Growth ETF made up 0.12% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #187 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 2 quarters since.
  • 864 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.