MTM Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MTM Investment Management’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	$288K	Hold	1,530	–	–	0.08%	177
2026 Q1	$237K	Hold	1,530	–	–	0.08%	185
2025 Q4	$257K	Buy	1,530 +1,000	+189%	+$167K	0.08%	181
2025 Q3	$87.2K	Hold	530	–	–	0.03%	284
2025 Q2	$79.7K	Hold	530	–	–	0.03%	287
2025 Q1	$68K	Hold	530	–	–	0.03%	221
2024 Q4	$73.9K	Hold	530	–	–	0.03%	217
2024 Q3	$69.8K	Buy	530 +500	+1,667%	+$63.6K	0.03%	222
2024 Q2	$3.82K	Hold	30	–	–	﹤0.01%	258
2024 Q1	$3.52K	Hold	30	–	–	﹤0.01%	276
2023 Q4	$3.12K	Hold	30	–	–	﹤0.01%	253
2023 Q3	$2.85K	Hold	30	–	–	﹤0.01%	247
2023 Q2	$2.93K	Hold	30	–	–	﹤0.01%	257
2023 Q1	$2.66K	Sell	30 -26	-46%	-$2.21K	﹤0.01%	258
2022 Q4	$4.57K	Hold	56	–	–	﹤0.01%	256
2022 Q3	$4K	Hold	56	–	–	﹤0.01%	252
2022 Q2	$5K	Hold	56	–	–	﹤0.01%	257
2022 Q1	$6K	Hold	56	–	–	﹤0.01%	269
2021 Q4	$6K	Hold	56	–	–	﹤0.01%	275
2021 Q3	$6K	Hold	56	–	–	﹤0.01%	254
2021 Q2	$6K	Sell	56 -33	-37%	-$3.18K	﹤0.01%	247
2021 Q1	$8K	Buy	+89	New	+$8.02K	﹤0.01%	236

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

MTM Investment Management's IUSG Position: Q2 2026 in Review

MTM Investment Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,530 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #177.

MTM Investment Management first reported a position in IUSG in Q1 2021 and has held it in 22 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

MTM Investment Management held 1,530 shares of iShares Core S&P US Growth ETF worth $288K as of Q2 2026.
MTM Investment Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.08% of MTM Investment Management's portfolio in Q2 2026, its #177 holding.
MTM Investment Management first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 22 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.