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Old Mission Investment Co’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Old Mission Investment Co’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 		$6.79M Sell
36,105
-109
-0.3% -$19.7K 1.41% 12
2026
Q1 		$5.62M Sell
36,214
-243
-0.7% -$40K 1.31% 16
2025
Q4 		$6.12M Sell
36,457
-728
-2% -$121K 1.46% 13
2025
Q3 		$6.12M Buy
37,185
+4,601
+14% +$723K 1.49% 12
2025
Q2 		$4.9M Sell
32,584
-248
-0.8% -$33.6K 1.34% 13
2025
Q1 		$4.17M Sell
32,832
-316
-1% -$43.7K 1.25% 16
2024
Q4 		$4.62M Sell
33,148
-330
-1% -$45.3K 1.38% 13
2024
Q3 		$4.42M Sell
33,478
-468
-1% -$59.5K 1.35% 15
2024
Q2 		$4.33M Buy
33,946
+155
+0.5% +$18.5K 1.4% 14
2024
Q1 		$3.96M Sell
33,791
-11
-0% -$1.22K 1.32% 18
2023
Q4 		$3.52M Sell
33,802
-266
-0.8% -$26.2K 1.23% 18
2023
Q3 		$3.23M Buy
34,068
+450
+1% +$44.2K 1.25% 18
2023
Q2 		$3.28M Sell
33,618
-39
-0.1% -$3.58K 1.22% 18
2023
Q1 		$2.99M Buy
33,657
+465
+1% +$39.6K 1.17% 18
2022
Q4 		$2.71M Buy
33,192
+1,405
+4% +$117K 1.15% 17
2022
Q3 		$2.55M Sell
31,787
-1,534
-5% -$138K 1.19% 19
2022
Q2 		$2.79M Buy
33,321
+363
+1% +$33.3K 1.22% 19
2022
Q1 		$3.48M Sell
32,958
-226
-0.7% -$23.5K 1.3% 17
2021
Q4 		$3.84M Sell
33,184
-87
-0.3% -$9.7K 1.39% 16
2021
Q3 		$3.41M Hold
33,271
– – 1.38% 17
2021
Q2 		$3.36M Sell
33,271
-199
-0.6% -$19.2K 1.38% 17
2021
Q1 		$3.04M Buy
33,470
+1,288
+4% +$116K 1.41% 16
2020
Q4 		$2.85M Sell
32,182
-9,241
-22% -$777K 1.5% 15
2020
Q3 		$3.31M Sell
41,423
-57,937
-58% -$4.54M 1.99% 11
2020
Q2 		$7.14M Sell
99,360
-2,721
-3% -$181K 5.02% 6
2020
Q1 		$5.83M Buy
102,081
+8,787
+9% +$578K 5.5% 5
2019
Q4 		$6.31M Sell
93,294
-2,419
-3% -$157K 5.66% 8
2019
Q3 		$6.02M Buy
+95,713
New +$6.05M 5.74% 6

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 22.9% 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 $104B AUM 28.3% 1-Year Est. Return

Old Mission Investment Co's IUSG Position: Q2 2026 in Review

Old Mission Investment Co reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.3% in Q2 2026, selling an estimated $19.7K and leaving 36,105 shares worth $6.79M. The position accounts for 1.41% of the portfolio, ranked #12.

Old Mission Investment Co first reported a position in IUSG in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.14M in Q2 2020. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Old Mission Investment Co held 36,105 shares of iShares Core S&P US Growth ETF worth $6.79M as of Q2 2026.
  • Old Mission Investment Co sold 109 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $19.7K.
  • iShares Core S&P US Growth ETF made up 1.41% of Old Mission Investment Co's portfolio in Q2 2026, its #12 holding.
  • Old Mission Investment Co first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • Old Mission Investment Co's iShares Core S&P US Growth ETF position peaked at $7.14M in Q2 2020.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.