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Oppenheimer & Co’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Oppenheimer & Co’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 		$2.77M Buy
14,707
+2,543
+21% +$459K 0.03% 540
2026
Q1 		$1.89M Buy
12,164
+944
+8% +$155K 0.02% 612
2025
Q4 		$1.88M Buy
11,220
+663
+6% +$111K 0.03% 568
2025
Q3 		$1.74M Buy
10,557
+157
+2% +$24.7K 0.02% 657
2025
Q2 		$1.56M Buy
10,400
+92
+0.9% +$12.5K 0.02% 661
2025
Q1 		$1.31M Sell
10,308
-362
-3% -$50.1K 0.02% 687
2024
Q4 		$1.49M Buy
10,670
+353
+3% +$48.4K 0.02% 644
2024
Q3 		$1.36M Buy
10,317
+90
+0.9% +$11.4K 0.02% 687
2024
Q2 		$1.3M Buy
10,227
+168
+2% +$20K 0.02% 669
2024
Q1 		$1.18M Buy
10,059
+92
+0.9% +$10.2K 0.02% 681
2023
Q4 		$1.04M Buy
9,967
+301
+3% +$29.7K 0.02% 696
2023
Q3 		$917K Buy
9,666
+23
+0.2% +$2.26K 0.02% 700
2023
Q2 		$942K Buy
9,643
+293
+3% +$26.9K 0.02% 721
2023
Q1 		$830K Buy
9,350
+426
+5% +$36.3K 0.02% 753
2022
Q4 		$727K Buy
8,924
+675
+8% +$56.4K 0.02% 792
2022
Q3 		$661K Buy
8,249
+106
+1% +$9.54K 0.02% 791
2022
Q2 		$682K Buy
8,143
+483
+6% +$44.3K 0.01% 811
2022
Q1 		$809K Sell
7,660
-366
-5% -$38K 0.01% 828
2021
Q4 		$928K Sell
8,026
-80
-1% -$8.92K 0.02% 798
2021
Q3 		$830K Sell
8,106
-111
-1% -$11.7K 0.02% 811
2021
Q2 		$830K Sell
8,217
-7
-0.1% -$675 0.01% 822
2021
Q1 		$747K Buy
8,224
+335
+4% +$30.2K 0.01% 806
2020
Q4 		$699K Sell
7,889
-602
-7% -$50.6K 0.01% 769
2020
Q3 		$679K Buy
8,491
+288
+4% +$22.6K 0.02% 712
2020
Q2 		$590K Sell
8,203
-13
-0.2% -$864 0.02% 741
2020
Q1 		$469K Sell
8,216
-3,707
-31% -$244K 0.01% 751
2019
Q4 		$806K Buy
11,923
+8,137
+215% +$527K 0.02% 681
2019
Q3 		$238K Buy
+3,786
New +$239K 0.01% 1070

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

Oppenheimer & Co's IUSG Position: Q2 2026 in Review

Oppenheimer & Co increased its iShares Core S&P US Growth ETF (IUSG) stake by 21% in Q2 2026, buying an estimated $459K and bringing the position to 14,707 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #540.

Oppenheimer & Co first reported a position in IUSG in Q3 2019 and has held it in 28 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Oppenheimer & Co held 14,707 shares of iShares Core S&P US Growth ETF worth $2.77M as of Q2 2026.
  • Oppenheimer & Co bought 2,543 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $459K.
  • iShares Core S&P US Growth ETF made up 0.03% of Oppenheimer & Co's portfolio in Q2 2026, its #540 holding.
  • Oppenheimer & Co first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.