NewEdge Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

NewEdge Wealth’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	$2.1M	Sell	13,507 -1,696	-11%	-$279K	0.03%	411
2025 Q4	$2.55M	Buy	15,203 +5,267	+53%	+$879K	0.03%	391
2025 Q3	$1.67M	Buy	9,936 +2,073	+26%	+$326K	0.02%	442
2025 Q2	$1.22M	Buy	7,863 +1,514	+24%	+$205K	0.02%	485
2025 Q1	$807K	Buy	6,349 +504	+9%	+$69.7K	0.01%	523
2024 Q4	$814K	Sell	5,845 -4,151	-42%	-$570K	0.01%	527
2024 Q3	$1.32M	Buy	9,996 +5,756	+136%	+$732K	0.02%	423
2024 Q2	$541K	Sell	4,240 -1	-0%	-$119	0.01%	529
2024 Q1	$481K	Buy	4,241 +1	+0%	+$111	0.01%	569
2023 Q4	$441K	Hold	4,240	–	–	0.01%	533
2023 Q3	$402K	Sell	4,240 -1,000	-19%	-$98.1K	0.01%	486
2023 Q2	$512K	Sell	5,240 -1,978	-27%	-$181K	0.02%	455
2023 Q1	$641K	Buy	+7,218	New	+$615K	0.02%	381

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Wealth's IUSG Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 11% in Q1 2026, selling an estimated $279K and leaving 13,507 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #411.

NewEdge Wealth first reported a position in IUSG in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.55M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

NewEdge Wealth held 13,507 shares of iShares Core S&P US Growth ETF worth $2.1M as of Q1 2026.
NewEdge Wealth sold 1,696 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $279K.
iShares Core S&P US Growth ETF made up 0.03% of NewEdge Wealth's portfolio in Q1 2026, its #411 holding.
NewEdge Wealth first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 13 quarters since.
NewEdge Wealth's iShares Core S&P US Growth ETF position peaked at $2.55M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.