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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pallas Capital Advisors's IUSG Position: Q1 2026 in Review

Pallas Capital Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 2,923 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #531.

Pallas Capital Advisors first reported a position in IUSG in Q1 2021 and has held it in 21 quarters since. The position peaked at $491K in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Pallas Capital Advisors held 2,923 shares of iShares Core S&P US Growth ETF worth $453K as of Q1 2026.
  • Pallas Capital Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
  • iShares Core S&P US Growth ETF made up 0.02% of Pallas Capital Advisors's portfolio in Q1 2026, its #531 holding.
  • Pallas Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Pallas Capital Advisors's iShares Core S&P US Growth ETF position peaked at $491K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.