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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
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
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 $374B AUM 17.66% 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 $8.74B AUM 14.62% 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

Patten & Patten's IUSG Position: Q1 2026 in Review

Patten & Patten reduced its iShares Core S&P US Growth ETF (IUSG) stake by 6.2% in Q1 2026, selling an estimated $98.8K and leaving 9,010 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #155.

Patten & Patten first reported a position in IUSG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.61M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Patten & Patten held 9,010 shares of iShares Core S&P US Growth ETF worth $1.4M as of Q1 2026.
  • Patten & Patten sold 600 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $98.8K.
  • iShares Core S&P US Growth ETF made up 0.08% of Patten & Patten's portfolio in Q1 2026, its #155 holding.
  • Patten & Patten first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Patten & Patten's iShares Core S&P US Growth ETF position peaked at $1.61M in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.