PAG
IUSG icon

Private Advisor Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Private Advisor Group’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 		$33M Buy
212,909
+1,673
+0.8% +$275K 0.15% 141
2025
Q4 		$35.5M Sell
211,236
-2,034
-1% -$339K 0.17% 130
2025
Q3 		$35.1M Buy
213,270
+8,487
+4% +$1.33M 0.17% 127
2025
Q2 		$30.8M Buy
204,783
+3,571
+2% +$484K 0.17% 124
2025
Q1 		$25.6M Sell
201,212
-152
-0.1% -$21K 0.15% 135
2024
Q4 		$28.1M Buy
201,364
+4,038
+2% +$554K 0.16% 119
2024
Q3 		$26M Buy
197,326
+17,184
+10% +$2.19M 0.16% 125
2024
Q2 		$23M Sell
180,142
-1,278
-0.7% -$152K 0.15% 124
2024
Q1 		$21.3M Buy
181,420
+1,111
+0.6% +$124K 0.15% 127
2023
Q4 		$18.8M Buy
180,309
+4,543
+3% +$448K 0.15% 133
2023
Q3 		$16.7M Buy
175,766
+218
+0.1% +$21.4K 0.15% 131
2023
Q2 		$17.2M Sell
175,548
-15,684
-8% -$1.44M 0.15% 140
2023
Q1 		$17M Sell
191,232
-4,376
-2% -$373K 0.16% 134
2022
Q4 		$1.96M Sell
195,608
-2,354
-1% -$197K 0.1% 214
2022
Q3 		$15.9M Sell
197,962
-5,255
-3% -$473K 0.18% 117
2022
Q2 		$17M Buy
203,217
+31,136
+18% +$2.85M 0.15% 141
2022
Q1 		$18.2M Buy
172,081
+13,823
+9% +$1.44M 0.14% 148
2021
Q4 		$18.3M Sell
158,258
-12,166
-7% -$1.36M 0.14% 152
2021
Q3 		$17.5M Sell
170,424
-43,095
-20% -$4.55M 0.11% 183
2021
Q2 		$21.6M Buy
213,519
+496
+0.2% +$47.8K 0.19% 111
2021
Q1 		$19.3M Sell
213,023
-2,060
-1% -$186K 0.18% 113
2020
Q4 		$19.1M Sell
215,083
-5,318
-2% -$447K 0.2% 100
2020
Q3 		$17.5M Sell
220,401
-16,230
-7% -$1.27M 0.23% 89
2020
Q2 		$17M Sell
236,631
-697
-0.3% -$46.3K 0.24% 85
2020
Q1 		$13.5M Sell
237,328
-257,246
-52% -$16.9M 0.25% 82
2019
Q4 		$33.5M Sell
494,574
-11,897
-2% -$771K 0.52% 31
2019
Q3 		$31.9M Sell
506,471
-10,913
-2% -$690K 0.5% 31
2019
Q2 		$32.4M Sell
517,384
-329,181
-39% -$20.3M 0.59% 23
2019
Q1 		$51.1M Buy
846,565
+307,020
+57% +$17.6M 1.01% 12
2018
Q4 		$28.4M Sell
539,545
-264,488
-33% -$15M 0.69% 21
2018
Q3 		$49.9M Buy
804,033
+404,982
+101% +$24.5M 1.02% 10
2018
Q2 		$23M Buy
399,051
+7,362
+2% +$416K 0.38% 18
2018
Q1 		$21.4M Buy
391,689
+42,488
+12% +$2.38M 0.84% 17
2017
Q4 		$19.4M Sell
349,201
-278,135
-44% -$14.6M 0.82% 15
2017
Q3 		$32.1M Sell
627,336
-93,874
-13% -$4.65M 0.79% 14
2017
Q2 		$34.9M Buy
721,210
+236,894
+49% +$11.3M 0.95% 11
2017
Q1 		$22.4M Buy
484,316
+211,045
+77% +$9.55M 0.63% 24
2016
Q4 		$12M Sell
273,271
-90,936
-25% -$3.86M 0.39% 53
2016
Q3 		$15.4M Buy
364,207
+14,669
+4% +$622K 0.63% 27
2016
Q2 		$14.3M Sell
349,538
-6,298
-2% -$256K 0.58% 33
2016
Q1 		$14.4M Buy
355,836
+16,384
+5% +$629K 0.7% 27
2015
Q4 		$13.8M Buy
339,452
+17,944
+6% +$730K 0.66% 25
2015
Q3 		$12.2M Sell
321,508
-23,460
-7% -$945K 0.67% 22
2015
Q2 		$14M Buy
344,968
+336,810
+4,129% +$13.9M 0.67% 20
2015
Q1 		$331K Sell
8,158
-350
-4% -$14K 0.02% 704
2014
Q4 		$333K Sell
8,508
-2,350
-22% -$89.8K 0.02% 670
2014
Q3 		$406K Buy
10,858
+830
+8% +$31.1K 0.03% 590
2014
Q2 		$373K Buy
+10,028
New +$360K 0.03% 589

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Advisor Group's IUSG Position: Q1 2026 in Review

Private Advisor Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.79% in Q1 2026, buying an estimated $275K and bringing the position to 212,909 shares worth $33M. The position accounts for 0.15% of the portfolio, ranked #141.

Private Advisor Group first reported a position in IUSG in Q2 2014 and has held it in 48 quarters since. The position peaked at $51.1M in Q1 2019. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Private Advisor Group held 212,909 shares of iShares Core S&P US Growth ETF worth $33M as of Q1 2026.
  • Private Advisor Group bought 1,673 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $275K.
  • iShares Core S&P US Growth ETF made up 0.15% of Private Advisor Group's portfolio in Q1 2026, its #141 holding.
  • Private Advisor Group first reported a position in iShares Core S&P US Growth ETF in Q2 2014 and has held it in 48 quarters since.
  • Private Advisor Group's iShares Core S&P US Growth ETF position peaked at $51.1M in Q1 2019.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.