Peachtree Investment Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Peachtree Investment Partners’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	$47.5K	Hold	306	–	–	0.02%	103
2025 Q4	$51.4K	Hold	306	–	–	0.02%	102
2025 Q3	$50.3K	Hold	306	–	–	0.02%	104
2025 Q2	$46K	Buy	306 +200	+189%	+$27.1K	0.02%	104
2025 Q1	$13.5K	Buy	106 +91	+607%	+$12.6K	0.01%	110
2024 Q4	$2.09K	Hold	15	–	–	﹤0.01%	107
2024 Q3	$1.98K	Buy	+15	New	+$1.91K	﹤0.01%	111

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 $9.54B AUM 19.86% 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

Peachtree Investment Partners's IUSG Position: Q1 2026 in Review

Peachtree Investment Partners held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 306 shares worth $47.5K. The position accounts for 0.02% of the portfolio, ranked #103.

Peachtree Investment Partners first reported a position in IUSG in Q3 2024 and has held it in 7 quarters since. The position peaked at $51.4K in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Peachtree Investment Partners held 306 shares of iShares Core S&P US Growth ETF worth $47.5K as of Q1 2026.
Peachtree Investment Partners left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up 0.02% of Peachtree Investment Partners's portfolio in Q1 2026, its #103 holding.
Peachtree Investment Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 7 quarters since.
Peachtree Investment Partners's iShares Core S&P US Growth ETF position peaked at $51.4K in Q4 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.