NBC Securities’s iShares Core S&P US Growth ETF IUSG Stock Holding History

NBC Securities’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	–	Sell	-385	Closed	-$64.7K	–	2701
2025 Q4	$64.7K	Hold	385	–	–	﹤0.01%	1241
2025 Q3	$63.3K	Sell	385 -138	-26%	-$21.7K	﹤0.01%	1227
2025 Q2	$78K	Hold	523	–	–	0.01%	1149
2025 Q1	$66K	Buy	+523	New	+$72.3K	0.01%	1077
2024 Q4	–	Sell	-523	Closed	-$68K	–	1677
2024 Q3	$68K	Hold	523	–	–	0.01%	1091
2024 Q2	$66K	Hold	523	–	–	0.01%	1062
2024 Q1	$61K	Hold	523	–	–	0.01%	1082
2023 Q4	$54K	Hold	523	–	–	0.01%	1102
2023 Q3	$49K	Buy	+523	New	+$51.3K	0.01%	1140

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 22.9% 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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NBC Securities's IUSG Position: Q1 2026 in Review

NBC Securities sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 385 shares — an estimated $64.7K sold.

NBC Securities first reported a position in IUSG in Q3 2023 and held it in 9 quarters. The position peaked at $78K in Q2 2025. 869 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

NBC Securities reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
NBC Securities sold 385 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $64.7K.
NBC Securities first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and held it in 9 quarters.
NBC Securities's iShares Core S&P US Growth ETF position peaked at $78K in Q2 2025.
869 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.