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Perennial Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Perennial Investment Advisors’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 		$2.14M Buy
11,388
+2,734
+32% +$494K 0.14% 132
2026
Q1 		$1.34M Buy
8,654
+441
+5% +$72.6K 0.11% 158
2025
Q4 		$1.38M Sell
8,213
-1,553
-16% -$259K 0.11% 156
2025
Q3 		$1.61M Buy
9,766
+382
+4% +$60K 0.13% 131
2025
Q2 		$1.41M Buy
9,384
+302
+3% +$40.9K 0.14% 138
2025
Q1 		$1.15M Sell
9,082
-212
-2% -$29.3K 0.13% 143
2024
Q4 		$1.3M Buy
9,294
+39
+0.4% +$5.35K 0.15% 115
2024
Q3 		$1.22M Sell
9,255
-497
-5% -$63.2K 0.16% 107
2024
Q2 		$1.24M Buy
9,752
+2,045
+27% +$244K 0.18% 98
2024
Q1 		$903K Sell
7,707
-211
-3% -$23.5K 0.14% 121
2023
Q4 		$824K Sell
7,918
-49
-0.6% -$4.83K 0.14% 128
2023
Q3 		$755K Sell
7,967
-28
-0.4% -$2.75K 0.14% 129
2023
Q2 		$781K Buy
7,995
+124
+2% +$11.4K 0.14% 129
2023
Q1 		$699K Buy
+7,871
New +$670K 0.13% 138

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Perennial Investment Advisors's IUSG Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 32% in Q2 2026, buying an estimated $494K and bringing the position to 11,388 shares worth $2.14M. The position accounts for 0.14% of the portfolio, ranked #132.

Perennial Investment Advisors first reported a position in IUSG in Q1 2023 and has held it in 14 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Perennial Investment Advisors held 11,388 shares of iShares Core S&P US Growth ETF worth $2.14M as of Q2 2026.
  • Perennial Investment Advisors bought 2,734 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $494K.
  • iShares Core S&P US Growth ETF made up 0.14% of Perennial Investment Advisors's portfolio in Q2 2026, its #132 holding.
  • Perennial Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.