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

Pathstone Holdings’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	$1.23M	Buy	6,531 +2,573	+65%	+$465K	﹤0.01%	1400
2026 Q1	$614K	Buy	3,958 +65	+2%	+$10.7K	﹤0.01%	1652
2025 Q4	$654K	Buy	3,893 +6	+0.2%	+$1K	﹤0.01%	1629
2025 Q3	$640K	Buy	3,887 +5	+0.1%	+$785	﹤0.01%	1646
2025 Q2	$584K	Buy	3,882 +6	+0.2%	+$813	﹤0.01%	1647
2025 Q1	$493K	Sell	3,876 -519	-12%	-$71.8K	﹤0.01%	1718
2024 Q4	$624K	Buy	+4,395	New	+$603K	﹤0.01%	1632

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 $103B AUM 28.65% 1-Year Est. Return

Pathstone Holdings's IUSG Position: Q2 2026 in Review

Pathstone Holdings increased its iShares Core S&P US Growth ETF (IUSG) stake by 65% in Q2 2026, buying an estimated $465K and bringing the position to 6,531 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Pathstone Holdings first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Pathstone Holdings held 6,531 shares of iShares Core S&P US Growth ETF worth $1.23M as of Q2 2026.
Pathstone Holdings bought 2,573 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $465K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1400 holding.
Pathstone Holdings first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.