Pinnacle Associates’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Pinnacle Associates’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	$258K	Buy	1,373 +1	+0.1%	+$181	﹤0.01%	853
2026 Q1	$213K	Sell	1,372 -795	-37%	-$131K	﹤0.01%	898
2025 Q4	$364K	Buy	2,167 +295	+16%	+$49.2K	﹤0.01%	729
2025 Q3	$308K	Sell	1,872 -3	-0.2%	-$471	﹤0.01%	745
2025 Q2	$282K	Buy	1,875 +124	+7%	+$16.8K	﹤0.01%	751
2025 Q1	$223K	Hold	1,751	–	–	﹤0.01%	777
2024 Q4	$244K	Buy	+1,751	New	+$240K	﹤0.01%	767
2024 Q3	–	Sell	-1,895	Closed	-$242K	–	823
2024 Q2	$242K	Hold	1,895	–	–	﹤0.01%	739
2024 Q1	$222K	Buy	+1,895	New	+$211K	﹤0.01%	772

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Pinnacle Associates's IUSG Position: Q2 2026 in Review

Pinnacle Associates increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.07% in Q2 2026, buying an estimated $181 and bringing the position to 1,373 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Pinnacle Associates first reported a position in IUSG in Q1 2024 and has held it in 9 quarters since. The position peaked at $364K in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Pinnacle Associates held 1,373 shares of iShares Core S&P US Growth ETF worth $258K as of Q2 2026.
Pinnacle Associates bought 1 iShares Core S&P US Growth ETF share in Q2 2026, an estimated $181.
iShares Core S&P US Growth ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #853 holding.
Pinnacle Associates first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 9 quarters since.
Pinnacle Associates's iShares Core S&P US Growth ETF position peaked at $364K in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.