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

Patten & Patten’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	$1.69M	Hold	9,010	–	–	0.09%	145
2026 Q1	$1.4M	Sell	9,010 -600	-6%	-$98.8K	0.08%	155
2025 Q4	$1.61M	Hold	9,610	–	–	0.09%	147
2025 Q3	$1.58M	Buy	9,610 +5,996	+166%	+$942K	0.09%	147
2025 Q2	$544K	Hold	3,614	–	–	0.04%	220
2025 Q1	$459K	Hold	3,614	–	–	0.03%	232
2024 Q4	$504K	Sell	3,614 -200	-5%	-$27.4K	0.03%	218
2024 Q3	$503K	Sell	3,814 -350	-8%	-$44.5K	0.03%	216
2024 Q2	$531K	Hold	4,164	–	–	0.04%	209
2024 Q1	$488K	Hold	4,164	–	–	0.03%	218
2023 Q4	$433K	Sell	4,164 -500	-11%	-$49.3K	0.04%	206
2023 Q3	$442K	Sell	4,664 -1,000	-18%	-$98.1K	0.04%	200
2023 Q2	$553K	Hold	5,664	–	–	0.05%	192
2023 Q1	$503K	Hold	5,664	–	–	0.04%	193
2022 Q4	$462K	Sell	5,664 -415	-7%	-$34.7K	0.04%	192
2022 Q3	$487K	Hold	6,079	–	–	0.05%	193
2022 Q2	$509K	Hold	6,079	–	–	0.04%	192
2022 Q1	$642K	Hold	6,079	–	–	0.05%	188
2021 Q4	$703K	Hold	6,079	–	–	0.05%	180
2021 Q3	$623K	Hold	6,079	–	–	0.05%	184
2021 Q2	$614K	Hold	6,079	–	–	0.05%	191
2021 Q1	$552K	Hold	6,079	–	–	0.05%	193
2020 Q4	$539K	Sell	6,079 -700	-10%	-$58.9K	0.05%	186
2020 Q3	$542K	Hold	6,779	–	–	0.05%	173
2020 Q2	$487K	Hold	6,779	–	–	0.05%	171
2020 Q1	$387K	Buy	6,779 +415	+7%	+$27.3K	0.05%	176
2019 Q4	$430K	Buy	+6,364	New	+$412K	0.04%	187

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

Patten & Patten's IUSG Position: Q2 2026 in Review

Patten & Patten held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 9,010 shares worth $1.69M. The position accounts for 0.09% of the portfolio, ranked #145.

Patten & Patten first reported a position in IUSG in Q4 2019 and has held it in 27 quarters since. 931 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Patten & Patten held 9,010 shares of iShares Core S&P US Growth ETF worth $1.69M as of Q2 2026.
Patten & Patten left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.09% of Patten & Patten's portfolio in Q2 2026, its #145 holding.
Patten & Patten first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 27 quarters since.
931 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.