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

Operose 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	$195K	Buy	1,039 +210	+25%	+$37.9K	0.04%	174
2026 Q1	$129K	Buy	829 +805	+3,354%	+$133K	0.03%	189
2025 Q4	$4.03K	Buy	+24	New	+$4K	﹤0.01%	420
2024 Q4	–	Sell	-60	Closed	-$7.92K	–	536
2024 Q3	$7.92K	Sell	60 -100	-63%	-$12.7K	﹤0.01%	519
2024 Q2	$20.4K	Hold	160	–	–	0.01%	352
2024 Q1	$18.8K	Buy	160 +100	+167%	+$11.1K	0.01%	402
2023 Q4	$6.25K	Hold	60	–	–	﹤0.01%	512
2023 Q3	$5.69K	Hold	60	–	–	﹤0.01%	647
2023 Q2	$5.86K	Hold	60	–	–	﹤0.01%	302
2023 Q1	$5.33K	Hold	60	–	–	﹤0.01%	297
2022 Q4	$4.89K	Hold	60	–	–	﹤0.01%	320
2022 Q3	$5K	Hold	60	–	–	﹤0.01%	304
2022 Q2	$5K	Hold	60	–	–	﹤0.01%	267
2022 Q1	$6K	Buy	+60	New	+$6.23K	﹤0.01%	283

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

Operose Advisors's IUSG Position: Q2 2026 in Review

Operose Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 25% in Q2 2026, buying an estimated $37.9K and bringing the position to 1,039 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #174.

Operose Advisors first reported a position in IUSG in Q1 2022 and has held it in 14 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Operose Advisors held 1,039 shares of iShares Core S&P US Growth ETF worth $195K as of Q2 2026.
Operose Advisors bought 210 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $37.9K.
iShares Core S&P US Growth ETF made up 0.04% of Operose Advisors's portfolio in Q2 2026, its #174 holding.
Operose Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and has held it in 14 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.