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Mutual Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mutual 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 		$845K Sell
5,448
-720
-12% -$119K 0.02% 664
2025
Q4 		$1.04M Buy
6,168
+631
+11% +$105K 0.02% 564
2025
Q3 		$917K Buy
5,537
+140
+3% +$22K 0.02% 599
2025
Q2 		$840K Buy
5,397
+685
+15% +$92.9K 0.02% 584
2025
Q1 		$608K Buy
+4,712
New +$652K 0.02% 635
2023
Q2 		– Sell
-2,790
Closed -$248K – 1033
2023
Q1 		$248K Sell
2,790
-787
-22% -$67K 0.01% 838
2022
Q4 		$292K Buy
3,577
+4
+0.1% +$334 0.01% 749
2022
Q3 		$286K Sell
3,573
-303
-8% -$27.3K 0.01% 720
2022
Q2 		$324K Sell
3,876
-245
-6% -$22.5K 0.02% 651
2022
Q1 		$435K Buy
4,121
+1,295
+46% +$135K 0.02% 610
2021
Q4 		$327K Sell
2,826
-690
-20% -$76.9K 0.02% 709
2021
Q3 		$360K Sell
3,516
-435
-11% -$45.9K 0.02% 658
2021
Q2 		$399K Sell
3,951
-101
-2% -$9.73K 0.02% 596
2021
Q1 		$368K Sell
4,052
-688
-15% -$62K 0.03% 575
2020
Q4 		$420K Buy
4,740
+244
+5% +$20.5K 0.03% 510
2020
Q3 		$360K Buy
4,496
+107
+2% +$8.38K 0.03% 496
2020
Q2 		$315K Sell
4,389
-33
-0.7% -$2.19K 0.03% 495
2020
Q1 		$252K Sell
4,422
-405
-8% -$26.7K 0.03% 439
2019
Q4 		$327K Sell
4,827
-711
-13% -$46.1K 0.03% 441
2019
Q3 		$348K Buy
5,538
+3
+0.1% +$190 0.05% 387
2019
Q2 		$347K Buy
5,535
+1,541
+39% +$94.8K 0.05% 410
2019
Q1 		$241K Buy
+3,994
New +$229K 0.04% 407

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

Mutual Advisors's IUSG Position: Q1 2026 in Review

Mutual Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 12% in Q1 2026, selling an estimated $119K and leaving 5,448 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #664.

Mutual Advisors first reported a position in IUSG in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Mutual Advisors held 5,448 shares of iShares Core S&P US Growth ETF worth $845K as of Q1 2026.
  • Mutual Advisors sold 720 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $119K.
  • iShares Core S&P US Growth ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #664 holding.
  • Mutual Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 22 quarters since.
  • Mutual Advisors's iShares Core S&P US Growth ETF position peaked at $1.04M in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.