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OneDigital Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

OneDigital Investment Advisors’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 		$13.6M Sell
72,221
-362
-0.5% -$65.4K 0.11% 162
2026
Q1 		$11.3M Sell
72,583
-290
-0.4% -$47.7K 0.11% 160
2025
Q4 		$12.2M Sell
72,873
-909
-1% -$152K 0.12% 151
2025
Q3 		$12.1M Sell
73,782
-2,501
-3% -$393K 0.12% 150
2025
Q2 		$11.5M Sell
76,283
-13,852
-15% -$1.88M 0.13% 145
2025
Q1 		$11.5M Sell
90,135
-2,377
-3% -$329K 0.14% 140
2024
Q4 		$12.9M Buy
92,512
+2,482
+3% +$341K 0.15% 129
2024
Q3 		$11.9M Sell
90,030
-72
-0.1% -$9.16K 0.14% 134
2024
Q2 		$11.5M Buy
90,102
+181
+0.2% +$21.6K 0.14% 124
2024
Q1 		$10.5M Sell
89,921
-2,070
-2% -$230K 0.17% 120
2023
Q4 		$9.58M Sell
91,991
-3,615
-4% -$356K 0.17% 124
2023
Q3 		$9.07M Sell
95,606
-4,198
-4% -$412K 0.2% 105
2023
Q2 		$9.74M Sell
99,804
-4,549
-4% -$417K 0.22% 93
2023
Q1 		$9.26M Sell
104,353
-1,908
-2% -$162K 0.22% 89
2022
Q4 		$8.66M Sell
106,261
-4,244
-4% -$355K 0.25% 82
2022
Q3 		$8.86M Sell
110,505
-3,452
-3% -$311K 0.33% 50
2022
Q2 		$9.54M Sell
113,957
-2,917
-2% -$267K 0.41% 39
2022
Q1 		$12.3M Sell
116,874
-116
-0.1% -$12.1K 0.47% 34
2021
Q4 		$13.5M Buy
116,990
+5,270
+5% +$587K 0.48% 35
2021
Q3 		$11.4M Buy
111,720
+27,863
+33% +$2.94M 0.45% 37
2021
Q2 		$8.47M Sell
83,857
-640
-0.8% -$61.7K 0.35% 47
2021
Q1 		$7.67M Sell
84,497
-582
-0.7% -$52.4K 0.36% 49
2020
Q4 		$7.55M Sell
85,079
-4,109
-5% -$346K 0.39% 49
2020
Q3 		$7.13M Sell
89,188
-6,061
-6% -$475K 0.49% 44
2020
Q2 		$6.85M Sell
95,249
-1,408
-1% -$93.6K 0.49% 44
2020
Q1 		$5.52M Sell
96,657
-6,711
-6% -$442K 0.49% 46
2019
Q4 		$6.99M Sell
103,368
-1,150
-1% -$74.5K 0.55% 38
2019
Q3 		$6.57M Sell
104,518
-104,479
-50% -$6.61M 0.59% 33
2019
Q2 		$13.1M Buy
208,997
+96,160
+85% +$5.92M 1.01% 15
2019
Q1 		$6.81M Sell
112,837
-2,514
-2% -$144K 0.99% 17
2018
Q4 		$6.08M Buy
+115,351
New +$6.54M 1.03% 14

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

OneDigital Investment Advisors's IUSG Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.5% in Q2 2026, selling an estimated $65.4K and leaving 72,221 shares worth $13.6M. The position accounts for 0.11% of the portfolio, ranked #162.

OneDigital Investment Advisors first reported a position in IUSG in Q4 2018 and has held it in 31 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • OneDigital Investment Advisors held 72,221 shares of iShares Core S&P US Growth ETF worth $13.6M as of Q2 2026.
  • OneDigital Investment Advisors sold 362 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $65.4K.
  • iShares Core S&P US Growth ETF made up 0.11% of OneDigital Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • OneDigital Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.