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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneAscent Family Office's IUSG Position: Q1 2026 in Review

OneAscent Family Office reduced its iShares Core S&P US Growth ETF (IUSG) stake by 33% in Q1 2026, selling an estimated $220K and leaving 2,760 shares worth $428K. The position accounts for 0.3% of the portfolio, ranked #83.

OneAscent Family Office first reported a position in IUSG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.41M in Q1 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

OneAscent Family Office held 2,760 shares of iShares Core S&P US Growth ETF worth $428K as of Q1 2026.
OneAscent Family Office sold 1,338 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $220K.
iShares Core S&P US Growth ETF made up 0.3% of OneAscent Family Office's portfolio in Q1 2026, its #83 holding.
OneAscent Family Office first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 5 quarters since.
OneAscent Family Office's iShares Core S&P US Growth ETF position peaked at $1.41M in Q1 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.