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Newbridge Financial Services Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Newbridge Financial Services Group’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 		$25.8K Hold
137
– – ﹤0.01% 646
2026
Q1 		$21.3K Sell
137
-500
-78% -$82.3K ﹤0.01% 625
2025
Q4 		$107K Hold
637
– – 0.02% 310
2025
Q3 		$105K Hold
637
– – 0.02% 392
2025
Q2 		$95.8K Hold
637
– – 0.02% 388
2025
Q1 		$80.9K Hold
637
– – 0.02% 290
2024
Q4 		$88.7K Buy
+637
New +$87.4K 0.02% 295
2024
Q3 		– Sell
-836
Closed -$107K – 869
2024
Q2 		$107K Buy
836
+200
+31% +$23.9K 0.04% 257
2024
Q1 		$74.6K Buy
636
+500
+368% +$55.6K 0.03% 326
2023
Q4 		$14.2K Hold
136
– – 0.01% 667
2023
Q3 		$12.9K Sell
136
-589
-81% -$57.8K 0.01% 754
2023
Q2 		$70.8K Sell
725
-416
-36% -$38.2K 0.03% 379
2023
Q1 		$101K Buy
1,141
+3
+0.3% +$255 0.05% 316
2022
Q4 		$92.7K Buy
1,138
+138
+14% +$11.5K 0.05% 316
2022
Q3 		$80K Buy
1,000
+3
+0.3% +$270 0.05% 337
2022
Q2 		$83K Buy
997
+2
+0.2% +$183 0.05% 295
2022
Q1 		$105K Buy
995
+582
+141% +$60.5K 0.05% 299
2021
Q4 		$48K Buy
413
+2
+0.5% +$223 0.02% 472
2021
Q3 		$42K Hold
411
– – 0.03% 463
2021
Q2 		$42K Buy
411
+1
+0.2% +$96 0.03% 493
2021
Q1 		$37K Buy
+410
New +$36.9K 0.03% 478

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Newbridge Financial Services Group's IUSG Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 137 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Newbridge Financial Services Group first reported a position in IUSG in Q1 2021 and has held it in 21 quarters since. The position peaked at $107K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Newbridge Financial Services Group held 137 shares of iShares Core S&P US Growth ETF worth $25.8K as of Q2 2026.
  • Newbridge Financial Services Group left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #646 holding.
  • Newbridge Financial Services Group first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's iShares Core S&P US Growth ETF position peaked at $107K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.