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Oak Ridge Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Oak Ridge Investments’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 		$303K Sell
1,609
-12,182
-88% -$2.2M 0.02% 161
2026
Q1 		$2.14M Sell
13,791
-396
-3% -$65.2K 0.14% 91
2025
Q4 		$2.38M Buy
14,187
+9,547
+206% +$1.59M 0.14% 83
2025
Q3 		$763K Sell
4,640
-204
-4% -$32K 0.05% 134
2025
Q2 		$729K Sell
4,844
-1,946
-29% -$264K 0.05% 133
2025
Q1 		$863K Buy
6,790
+132
+2% +$18.3K 0.07% 119
2024
Q4 		$928K Buy
6,658
+2,334
+54% +$320K 0.07% 118
2024
Q3 		$570K Sell
4,324
-927
-18% -$118K 0.05% 135
2024
Q2 		$669K Buy
5,251
+1,835
+54% +$219K 0.06% 128
2024
Q1 		$400K Sell
3,416
-6,805
-67% -$757K 0.04% 139
2023
Q4 		$1.06M Buy
10,221
+7,912
+343% +$779K 0.12% 122
2023
Q3 		$219K Hold
2,309
– – 0.03% 141
2023
Q2 		$225K Buy
+2,309
New +$212K 0.03% 144
2023
Q1 		– Sell
-22,296
Closed -$1.82M – 150
2022
Q4 		$1.82M Buy
22,296
+11,852
+113% +$991K 0.27% 100
2022
Q3 		$837K Sell
10,444
-10,782
-51% -$971K 0.13% 130
2022
Q2 		$1.78M Sell
21,226
-4,527
-18% -$415K 0.26% 100
2022
Q1 		$2.72M Buy
25,753
+20,687
+408% +$2.15M 0.3% 90
2021
Q4 		$586K Buy
5,066
+1,898
+60% +$212K 0.05% 155
2021
Q3 		$324K Sell
3,168
-1,240
-28% -$131K 0.03% 171
2021
Q2 		$445K Buy
4,408
+300
+7% +$28.9K 0.04% 167
2021
Q1 		$373K Buy
4,108
+1,389
+51% +$125K 0.03% 167
2020
Q4 		$241K Sell
2,719
-678
-20% -$57K 0.02% 179
2020
Q3 		$272K Sell
3,397
-5,324
-61% -$417K 0.02% 178
2020
Q2 		$627K Sell
8,721
-26,466
-75% -$1.76M 0.05% 154
2020
Q1 		$2.01M Buy
35,187
+16,987
+93% +$1.12M 0.21% 106
2019
Q4 		$1.23M Sell
18,200
-1,296
-7% -$84K 0.09% 123
2019
Q3 		$1.23M Buy
19,496
+6,827
+54% +$432K 0.09% 123
2019
Q2 		$794K Sell
12,669
-313
-2% -$19.3K 0.05% 143
2019
Q1 		$783K Sell
12,982
-73,028
-85% -$4.19M 0.05% 146
2018
Q4 		$4.53M Buy
86,010
+78,541
+1,052% +$4.45M 0.33% 103
2018
Q3 		$464K Sell
7,469
-4,232
-36% -$256K 0.03% 156
2018
Q2 		$669K Buy
11,701
+3,113
+36% +$176K 0.04% 142
2018
Q1 		$469K Sell
8,588
-12,177
-59% -$683K 0.03% 152
2017
Q4 		$1.12M Buy
+20,765
New +$1.09M 0.05% 139
2017
Q3 		– Sell
-7,649
Closed -$369K – 165
2017
Q2 		$369K Sell
7,649
-1,863
-20% -$88.9K 0.01% 143
2017
Q1 		$442K Sell
9,512
-16,378
-63% -$741K 0.01% 138
2016
Q4 		$1.11M Buy
+25,890
New +$1.1M 0.04% 130
2016
Q1 		– Sell
-61,244
Closed -$2.49M – 139
2015
Q4 		$2.49M Buy
61,244
+54,306
+783% +$2.21M 0.06% 127
2015
Q3 		$263K Buy
+6,938
New +$280K 0.01% 136
2015
Q1 		– Sell
-10,240
Closed -$401K – 152
2014
Q4 		$401K Buy
+10,240
New +$391K 0.01% 133

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 Ridge Investments's IUSG Position: Q2 2026 in Review

Oak Ridge Investments reduced its iShares Core S&P US Growth ETF (IUSG) stake by 88% in Q2 2026, selling an estimated $2.2M and leaving 1,609 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #161.

Oak Ridge Investments first reported a position in IUSG in Q4 2014 and has held it in 40 quarters since. The position peaked at $4.53M in Q4 2018. 269 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Oak Ridge Investments held 1,609 shares of iShares Core S&P US Growth ETF worth $303K as of Q2 2026.
  • Oak Ridge Investments sold 12,182 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.2M.
  • iShares Core S&P US Growth ETF made up 0.02% of Oak Ridge Investments's portfolio in Q2 2026, its #161 holding.
  • Oak Ridge Investments first reported a position in iShares Core S&P US Growth ETF in Q4 2014 and has held it in 40 quarters since.
  • Oak Ridge Investments's iShares Core S&P US Growth ETF position peaked at $4.53M in Q4 2018.
  • 269 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.