NorthRock Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

NorthRock Partners’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	$234K	Buy	+1,244	New	+$225K	﹤0.01%	613
2026 Q1	–	Sell	-1,223	Closed	-$205K	–	707
2025 Q4	$205K	Sell	1,223 -283	-19%	-$47.2K	﹤0.01%	575
2025 Q3	$248K	Buy	+1,506	New	+$237K	﹤0.01%	764
2025 Q2	–	Sell	-551	Closed	-$70K	–	810
2025 Q1	$70K	Buy	551 +285	+107%	+$39.4K	﹤0.01%	653
2024 Q4	$37.1K	Sell	266 -144	-35%	-$19.8K	﹤0.01%	672
2024 Q3	$54.1K	Buy	410 +159	+63%	+$20.2K	﹤0.01%	690
2024 Q2	$32K	Sell	251 -47	-16%	-$5.61K	﹤0.01%	695
2024 Q1	$34.9K	Sell	298 -60	-17%	-$6.67K	﹤0.01%	680
2023 Q4	$37.3K	Buy	+358	New	+$35.3K	﹤0.01%	635

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 $104B AUM 28.3% 1-Year Est. Return

NorthRock Partners's IUSG Position: Q2 2026 in Review

NorthRock Partners opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,244 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: NorthRock Partners previously reported a position in IUSG as recently as Q4 2025.

NorthRock Partners first reported a position in IUSG in Q4 2023 and has held it in 9 quarters since. The position peaked at $248K in Q3 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

NorthRock Partners held 1,244 shares of iShares Core S&P US Growth ETF worth $234K as of Q2 2026.
iShares Core S&P US Growth ETF was a new NorthRock Partners position in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #613 holding.
NorthRock Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 9 quarters since.
NorthRock Partners's iShares Core S&P US Growth ETF position peaked at $248K in Q3 2025.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.