OneAscent Family Office’s iShares Core S&P US Growth ETF IUSG Stock Holding History

OneAscent Family Office’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	–	Sell	-2,760	Closed	-$428K	–	263
2026 Q1	$428K	Sell	2,760 -1,338	-33%	-$220K	0.3%	83
2025 Q4	$688K	Sell	4,098 -609	-13%	-$102K	0.47%	55
2025 Q3	$774K	Hold	4,707	–	–	0.63%	41
2025 Q2	$708K	Sell	4,707 -6,307	-57%	-$855K	0.67%	39
2025 Q1	$1.41M	Buy	+11,014	New	+$1.52M	1.31%	17

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

OneAscent Family Office's IUSG Position: Q2 2026 in Review

OneAscent Family Office sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2026, closing a stake of 2,760 shares — an estimated $428K sold.

OneAscent Family Office first reported a position in IUSG in Q1 2025 and held it in 5 quarters. The position peaked at $1.41M in Q1 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

OneAscent Family Office reported no remaining iShares Core S&P US Growth ETF position as of Q2 2026 after selling out during the quarter.
OneAscent Family Office sold 2,760 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $428K.
OneAscent Family Office first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and held it in 5 quarters.
OneAscent Family Office's iShares Core S&P US Growth ETF position peaked at $1.41M in Q1 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.