Norden Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Norden 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	$632K	Hold	3,360	–	–	0.05%	308
2026 Q1	$521K	Hold	3,360	–	–	0.05%	318
2025 Q4	$564K	Hold	3,360	–	–	0.06%	314
2025 Q3	$553K	Hold	3,360	–	–	0.06%	320
2025 Q2	$505K	Hold	3,360	–	–	0.05%	337
2025 Q1	$427K	Hold	3,360	–	–	0.05%	341
2024 Q4	$468K	Hold	3,360	–	–	0.05%	332
2024 Q3	$443K	Buy	+3,360	New	+$427K	0.05%	339

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 $103B AUM 28.65% 1-Year Est. Return

Norden Group's IUSG Position: Q2 2026 in Review

Norden Group held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 3,360 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #308.

Norden Group first reported a position in IUSG in Q3 2024 and has held it in 8 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Norden Group held 3,360 shares of iShares Core S&P US Growth ETF worth $632K as of Q2 2026.
Norden 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 0.05% of Norden Group's portfolio in Q2 2026, its #308 holding.
Norden Group first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 8 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.