NorthStar Asset Management (New Jersey)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

NorthStar Asset Management (New Jersey)’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	$30.4M	Buy	161,629 +11,317	+8%	+$2.04M	12.36%	1
2026 Q1	$23.3M	Buy	150,312 +13,737	+10%	+$2.26M	11.26%	1
2025 Q4	$22.9M	Buy	136,575 +6,566	+5%	+$1.1M	10.32%	1
2025 Q3	$21.4M	Buy	130,009 +2,925	+2%	+$459K	10.24%	1
2025 Q2	$19.1M	Buy	127,084 +5,647	+5%	+$766K	10.08%	2
2025 Q1	$15.4M	Buy	121,437 +3,974	+3%	+$550K	9.65%	2
2024 Q4	$16.4M	Buy	117,463 +3,778	+3%	+$519K	10.43%	2
2024 Q3	$15M	Buy	113,685 +7,463	+7%	+$949K	10%	2
2024 Q2	$13.5M	Buy	106,222 +6,760	+7%	+$806K	9.39%	2
2024 Q1	$11.7M	Buy	99,462 +6,621	+7%	+$737K	8.83%	2
2023 Q4	$9.66M	Buy	+92,841	New	+$9.15M	8.83%	2

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

NorthStar Asset Management (New Jersey)'s IUSG Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) increased its iShares Core S&P US Growth ETF (IUSG) stake by 7.5% in Q2 2026, buying an estimated $2.04M and bringing the position to 161,629 shares worth $30.4M. The position accounts for 12.36% of the portfolio, ranked #1.

NorthStar Asset Management (New Jersey) first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

NorthStar Asset Management (New Jersey) held 161,629 shares of iShares Core S&P US Growth ETF worth $30.4M as of Q2 2026.
NorthStar Asset Management (New Jersey) bought 11,317 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.04M.
iShares Core S&P US Growth ETF made up 12.36% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #1 holding.
NorthStar Asset Management (New Jersey) first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.