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

Oarsman Capital’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 		$557K Hold
2,963
– – 0.06% 134
2026
Q1 		$460K Sell
2,963
-757
-20% -$125K 0.06% 141
2025
Q4 		$625K Hold
3,720
– – 0.08% 127
2025
Q3 		$612K Buy
3,720
+544
+17% +$85.4K 0.09% 126
2025
Q2 		$478K Hold
3,176
– – 0.07% 150
2025
Q1 		$404K Buy
3,176
+258
+9% +$35.7K 0.07% 151
2024
Q4 		$407K Hold
2,918
– – 0.07% 148
2024
Q3 		$385K Hold
2,918
– – 0.07% 152
2024
Q2 		$372K Hold
2,918
– – 0.08% 152
2024
Q1 		$342K Hold
2,918
– – 0.08% 159
2023
Q4 		$304K Hold
2,918
– – 0.08% 172
2023
Q3 		$277K Buy
2,918
+142
+5% +$13.9K 0.12% 140
2023
Q2 		$271K Hold
2,776
– – 0.12% 139
2023
Q1 		$246K Sell
2,776
-400
-13% -$34.1K 0.12% 150
2022
Q4 		$259K Hold
3,176
– – 0.13% 141
2022
Q3 		$255K Hold
3,176
– – 0.14% 139
2022
Q2 		$266K Hold
3,176
– – 0.13% 140
2022
Q1 		$336K Hold
3,176
– – 0.13% 145
2021
Q4 		$367K Hold
3,176
– – 0.14% 138
2021
Q3 		$325K Hold
3,176
– – 0.13% 146
2021
Q2 		$321K Hold
3,176
– – 0.13% 147
2021
Q1 		$288K Hold
3,176
– – 0.12% 146
2020
Q4 		$282K Hold
3,176
– – 0.11% 142
2020
Q3 		$254K Hold
3,176
– – 0.11% 137
2020
Q2 		$228K Buy
+3,176
New +$211K 0.11% 146
2020
Q1 		– Sell
-3,176
Closed -$215K – 146
2019
Q4 		$215K Buy
+3,176
New +$206K 0.1% 173

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Oarsman Capital's IUSG Position: Q2 2026 in Review

Oarsman Capital held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,963 shares worth $557K. The position accounts for 0.06% of the portfolio, ranked #134.

Oarsman Capital first reported a position in IUSG in Q4 2019 and has held it in 26 quarters since. The position peaked at $625K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Oarsman Capital held 2,963 shares of iShares Core S&P US Growth ETF worth $557K as of Q2 2026.
  • Oarsman Capital left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.06% of Oarsman Capital's portfolio in Q2 2026, its #134 holding.
  • Oarsman Capital first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Oarsman Capital's iShares Core S&P US Growth ETF position peaked at $625K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.