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

&Partners’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	$13.3M	Buy	70,807 +17,559	+33%	+$3.17M	0.05%	313
2026 Q1	$8.26M	Sell	53,248 -8,628	-14%	-$1.42M	0.04%	382
2025 Q4	$10.3M	Buy	61,876 +7,496	+14%	+$1.25M	0.05%	304
2025 Q3	$8.95M	Buy	54,380 +35,405	+187%	+$5.56M	0.06%	289
2025 Q2	$2.85M	Sell	18,975 -3,067	-14%	-$416K	0.02%	532
2025 Q1	$2.8M	Buy	22,042 +2,522	+13%	+$349K	0.03%	437
2024 Q4	$2.76M	Buy	19,520 +7,317	+60%	+$1M	0.03%	401
2024 Q3	$1.61M	Buy	12,203 +2,094	+21%	+$266K	0.03%	410
2024 Q2	$1.29M	Buy	10,109 +5,684	+128%	+$678K	0.06%	288
2024 Q1	$519K	Buy	+4,425	New	+$492K	0.07%	259

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

&Partners's IUSG Position: Q2 2026 in Review

&Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 33% in Q2 2026, buying an estimated $3.17M and bringing the position to 70,807 shares worth $13.3M. The position accounts for 0.05% of the portfolio, ranked #313.

&Partners first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

&Partners held 70,807 shares of iShares Core S&P US Growth ETF worth $13.3M as of Q2 2026.
&Partners bought 17,559 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.17M.
iShares Core S&P US Growth ETF made up 0.05% of &Partners's portfolio in Q2 2026, its #313 holding.
&Partners first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.