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

Pallas Capital 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	$500K	Sell	2,661 -262	-9%	-$47.3K	0.02%	567
2026 Q1	$453K	Hold	2,923	–	–	0.02%	531
2025 Q4	$491K	Hold	2,923	–	–	0.02%	535
2025 Q3	$481K	Hold	2,923	–	–	0.02%	530
2025 Q2	$440K	Hold	2,923	–	–	0.02%	544
2025 Q1	$371K	Hold	2,923	–	–	0.02%	545
2024 Q4	$407K	Hold	2,923	–	–	0.02%	408
2024 Q3	$390K	Buy	2,923 +30	+1%	+$3.81K	0.02%	408
2024 Q2	$370K	Hold	2,893	–	–	0.02%	369
2024 Q1	$339K	Hold	2,893	–	–	0.01%	340
2023 Q4	$301K	Sell	2,893 -2,111	-42%	-$208K	0.02%	316
2023 Q3	$460K	Buy	5,004 +2,372	+90%	+$233K	0.03%	243
2023 Q2	$262K	Sell	2,632 -17	-0.6%	-$1.56K	0.01%	235
2023 Q1	$237K	Hold	2,649	–	–	0.02%	245
2022 Q4	$222K	Hold	2,649	–	–	0.02%	248
2022 Q3	$209K	Hold	2,649	–	–	0.02%	239
2022 Q2	$237K	Sell	2,649 -124	-4%	-$11.4K	0.03%	206
2022 Q1	$275K	Buy	2,773 +103	+4%	+$10.7K	0.04%	209
2021 Q4	$272K	Sell	2,670 -27	-1%	-$3.01K	0.03%	259
2021 Q3	$305K	Sell	2,697 -448	-14%	-$47.3K	0.03%	306
2021 Q2	$331K	Buy	3,145 +573	+22%	+$55.2K	0.05%	238
2021 Q1	$244K	Buy	+2,572	New	+$232K	0.05%	164

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 22.9% 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

Pallas Capital Advisors's IUSG Position: Q2 2026 in Review

Pallas Capital Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 9% in Q2 2026, selling an estimated $47.3K and leaving 2,661 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #567.

Pallas Capital Advisors first reported a position in IUSG in Q1 2021 and has held it in 22 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Pallas Capital Advisors held 2,661 shares of iShares Core S&P US Growth ETF worth $500K as of Q2 2026.
Pallas Capital Advisors sold 262 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $47.3K.
iShares Core S&P US Growth ETF made up 0.02% of Pallas Capital Advisors's portfolio in Q2 2026, its #567 holding.
Pallas Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 22 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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