OpenArc Corporate Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

OpenArc Corporate Advisory’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	$5.75M	Sell	30,596 -1,915	-6%	-$346K	0.07%	147
2026 Q1	$5.04M	Sell	32,511 -5,565	-15%	-$916K	0.07%	150
2025 Q4	$6.39M	Buy	+38,076	New	+$6.35M	0.11%	123

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 $103B AUM 28.65% 1-Year Est. Return

OpenArc Corporate Advisory's IUSG Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its iShares Core S&P US Growth ETF (IUSG) stake by 5.9% in Q2 2026, selling an estimated $346K and leaving 30,596 shares worth $5.75M. The position accounts for 0.07% of the portfolio, ranked #147.

OpenArc Corporate Advisory first reported a position in IUSG in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.39M in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

OpenArc Corporate Advisory held 30,596 shares of iShares Core S&P US Growth ETF worth $5.75M as of Q2 2026.
OpenArc Corporate Advisory sold 1,915 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $346K.
iShares Core S&P US Growth ETF made up 0.07% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #147 holding.
OpenArc Corporate Advisory first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and has held it in 3 quarters since.
OpenArc Corporate Advisory's iShares Core S&P US Growth ETF position peaked at $6.39M in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.