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

Northbridge Financial 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 		$656K Sell
3,489
-602
-15% -$109K 0.25% 86
2026
Q1 		$685K Sell
4,091
-331
-7% -$54.5K 0.29% 76
2025
Q4 		$743K Buy
+4,422
New +$738K 0.33% 69

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

Northbridge Financial Group's IUSG Position: Q2 2026 in Review

Northbridge Financial Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 15% in Q2 2026, selling an estimated $109K and leaving 3,489 shares worth $656K. The position accounts for 0.25% of the portfolio, ranked #86.

Northbridge Financial Group first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. The position peaked at $743K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Northbridge Financial Group held 3,489 shares of iShares Core S&P US Growth ETF worth $656K as of Q2 2026.
  • Northbridge Financial Group sold 602 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $109K.
  • iShares Core S&P US Growth ETF made up 0.25% of Northbridge Financial Group's portfolio in Q2 2026, its #86 holding.
  • Northbridge Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Northbridge Financial Group's iShares Core S&P US Growth ETF position peaked at $743K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.