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 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 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 $424B AUM 22.94% 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

Perennial Investment Advisors's IUSG Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 5.4% in Q1 2026, buying an estimated $72.6K and bringing the position to 8,654 shares worth $1.34M. The position accounts for 0.11% of the portfolio, ranked #158.

Perennial Investment Advisors first reported a position in IUSG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.61M in Q3 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Perennial Investment Advisors held 8,654 shares of iShares Core S&P US Growth ETF worth $1.34M as of Q1 2026.
Perennial Investment Advisors bought 441 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $72.6K.
iShares Core S&P US Growth ETF made up 0.11% of Perennial Investment Advisors's portfolio in Q1 2026, its #158 holding.
Perennial Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 13 quarters since.
Perennial Investment Advisors's iShares Core S&P US Growth ETF position peaked at $1.61M in Q3 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.