Northside Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Northside Capital Management’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	$483K	Hold	2,570	–	–	0.04%	138
2026 Q1	$399K	Hold	2,570	–	–	0.04%	150
2025 Q4	$432K	Hold	2,570	–	–	0.04%	146
2025 Q3	$423K	Hold	2,570	–	–	0.04%	147
2025 Q2	$387K	Hold	2,570	–	–	0.03%	145
2025 Q1	$327K	Hold	2,570	–	–	0.05%	85
2024 Q4	$358K	Hold	2,570	–	–	0.1%	76
2024 Q3	$339K	Hold	2,570	–	–	0.05%	80
2024 Q2	$328K	Hold	2,570	–	–	0.06%	78
2024 Q1	$301K	Hold	2,570	–	–	0.05%	84
2023 Q4	$268K	Buy	+2,570	New	+$253K	0.08%	87

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

Northside Capital Management's IUSG Position: Q2 2026 in Review

Northside Capital Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,570 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #138.

Northside Capital Management first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Northside Capital Management held 2,570 shares of iShares Core S&P US Growth ETF worth $483K as of Q2 2026.
Northside Capital Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.04% of Northside Capital Management's portfolio in Q2 2026, its #138 holding.
Northside Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.