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IUSG icon

Oak Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Oak Asset 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 		$375K Buy
1,992
+5
+0.3% +$903 0.12% 91
2026
Q1 		$308K Buy
1,987
+49
+3% +$8.07K 0.11% 91
2025
Q4 		$325K Buy
1,938
+5
+0.3% +$834 0.11% 88
2025
Q3 		$318K Buy
1,933
+43
+2% +$6.75K 0.11% 88
2025
Q2 		$284K Buy
1,890
+34
+2% +$4.61K 0.1% 90
2025
Q1 		$236K Buy
1,856
+22
+1% +$3.04K 0.09% 94
2024
Q4 		$256K Hold
1,834
– – 0.09% 94
2024
Q3 		$242K Buy
1,834
+68
+4% +$8.65K 0.09% 99
2024
Q2 		$225K Buy
+1,766
New +$211K 0.08% 97

Other funds holding IUSG

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
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACM
Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Oak Asset Management's IUSG Position: Q2 2026 in Review

Oak Asset Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.25% in Q2 2026, buying an estimated $903 and bringing the position to 1,992 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #91.

Oak Asset Management first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 205 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Oak Asset Management held 1,992 shares of iShares Core S&P US Growth ETF worth $375K as of Q2 2026.
  • Oak Asset Management bought 5 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $903.
  • iShares Core S&P US Growth ETF made up 0.12% of Oak Asset Management's portfolio in Q2 2026, its #91 holding.
  • Oak Asset Management first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 205 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.