Pasadena Private Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Pasadena Private Wealth’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	$226K	Buy	+1,200	New	+$217K	0.03%	226
2026 Q1	–	Sell	-1,200	Closed	-$202K	–	287
2025 Q4	$202K	Buy	+1,200	New	+$200K	0.03%	214
2020 Q1	–	Sell	-4,838	Closed	-$327K	–	87
2019 Q4	$327K	Hold	4,838	–	–	0.14%	45
2019 Q3	$304K	Hold	4,838	–	–	0.14%	45
2019 Q2	$303K	Sell	4,838 -1,540	-24%	-$94.7K	0.14%	43
2019 Q1	$385K	Hold	6,378	–	–	0.42%	28
2018 Q4	$336K	Buy	+6,378	New	+$362K	0.45%	22

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

Pasadena Private Wealth's IUSG Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 1,200 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #226 among its holdings. This is a return to the name: Pasadena Private Wealth previously reported a position in IUSG as recently as Q4 2025.

Pasadena Private Wealth first reported a position in IUSG in Q4 2018 and has held it in 7 quarters since. The position peaked at $385K in Q1 2019. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Pasadena Private Wealth held 1,200 shares of iShares Core S&P US Growth ETF worth $226K as of Q2 2026.
iShares Core S&P US Growth ETF was a new Pasadena Private Wealth position in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #226 holding.
Pasadena Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 7 quarters since.
Pasadena Private Wealth's iShares Core S&P US Growth ETF position peaked at $385K in Q1 2019.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.