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 Q2	$1.01M	Sell	5,382 -66	-1%	-$11.9K	0.02%	650
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 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

Mutual Advisors's IUSG Position: Q2 2026 in Review

Mutual Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.2% in Q2 2026, selling an estimated $11.9K and leaving 5,382 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #650.

Mutual Advisors first reported a position in IUSG in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.04M in Q4 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Mutual Advisors held 5,382 shares of iShares Core S&P US Growth ETF worth $1.01M as of Q2 2026.
Mutual Advisors sold 66 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $11.9K.
iShares Core S&P US Growth ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #650 holding.
Mutual Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 23 quarters since.
Mutual Advisors's iShares Core S&P US Growth ETF position peaked at $1.04M in Q4 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.