Optima Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Optima Capital’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	–	Sell	-31	Closed	-$5.21K	–	731
2025 Q4	$5.21K	Buy	+31	New	+$5.17K	﹤0.01%	616

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

Optima Capital's IUSG Position: Q1 2026 in Review

Optima Capital sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 31 shares — an estimated $5.21K sold.

Optima Capital first reported a position in IUSG in Q4 2025 and held it in 1 quarter. The position peaked at $5.21K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Optima Capital reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 31 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $5.21K.
Optima Capital first reported a position in iShares Core S&P US Growth ETF in Q4 2025 and held it in 1 quarter.
Optima Capital's iShares Core S&P US Growth ETF position peaked at $5.21K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.