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Prudent Man Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Prudent Man Investment Management’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 		$6.55K Hold
39
– – ﹤0.01% 115
2026
Q1 		$6.55K Hold
39
– – ﹤0.01% 115
2025
Q4 		$6.55K Hold
39
– – ﹤0.01% 115
2025
Q3 		$5.43K Hold
39
– – ﹤0.01% 114
2025
Q2 		$5.43K Hold
39
– – ﹤0.01% 114
2025
Q1 		$5.43K Hold
39
– – ﹤0.01% 114
2024
Q4 		$5.43K Buy
+39
New +$5.35K ﹤0.01% 114

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 22.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 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

Prudent Man Investment Management's IUSG Position: Q2 2026 in Review

Prudent Man Investment Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 39 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #115.

Prudent Man Investment Management first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Prudent Man Investment Management held 39 shares of iShares Core S&P US Growth ETF worth $6.55K as of Q2 2026.
  • Prudent Man Investment Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Prudent Man Investment Management's portfolio in Q2 2026, its #115 holding.
  • Prudent Man Investment Management first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Prudent Man Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.