PCA Investment Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

PCA Investment Advisory Services’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	$15.5M	Buy	100,231 +4,595	+5%	+$756K	5.19%	7
2025 Q4	$16.1M	Sell	95,636 -5,093	-5%	-$850K	5.62%	7
2025 Q3	$16.6M	Buy	100,729 +7,767	+8%	+$1.22M	6.13%	4
2025 Q2	$14M	Sell	92,962 -1,609	-2%	-$218K	5.89%	4
2025 Q1	$12M	Buy	94,571 +3,092	+3%	+$428K	6.35%	4
2024 Q4	$12.7M	Sell	91,479 -4,876	-5%	-$669K	5.9%	3
2024 Q3	$12.7M	Buy	96,355 +357	+0.4%	+$45.4K	5.99%	3
2024 Q2	$12.2M	Sell	95,998 -653	-0.7%	-$77.9K	6.41%	3
2024 Q1	$11.3M	Buy	96,651 +3,267	+3%	+$363K	6.37%	3
2023 Q4	$9.72M	Sell	93,384 -5,190	-5%	-$511K	6.42%	3
2023 Q3	$9.35M	Buy	98,574 +2,002	+2%	+$196K	6.66%	3
2023 Q2	$9.43M	Sell	96,572 -5,756	-6%	-$528K	5.63%	3
2023 Q1	$9.08M	Buy	+102,328	New	+$8.71M	6.43%	2

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA Investment Advisory Services's IUSG Position: Q1 2026 in Review

PCA Investment Advisory Services increased its iShares Core S&P US Growth ETF (IUSG) stake by 4.8% in Q1 2026, buying an estimated $756K and bringing the position to 100,231 shares worth $15.5M. The position accounts for 5.19% of the portfolio, ranked #7.

PCA Investment Advisory Services first reported a position in IUSG in Q1 2023 and has held it in 13 quarters since. The position peaked at $16.6M in Q3 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

PCA Investment Advisory Services held 100,231 shares of iShares Core S&P US Growth ETF worth $15.5M as of Q1 2026.
PCA Investment Advisory Services bought 4,595 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $756K.
iShares Core S&P US Growth ETF made up 5.19% of PCA Investment Advisory Services's portfolio in Q1 2026, its #7 holding.
PCA Investment Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 13 quarters since.
PCA Investment Advisory Services's iShares Core S&P US Growth ETF position peaked at $16.6M in Q3 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on PCA Investment Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.