Raymond James Financial
IUSG icon

Raymond James Financial’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Raymond James Financial’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 		$278M Buy
1,476,303
+47,490
+3% +$8.58M 0.08% 228
2026
Q1 		$222M Sell
1,428,813
-23,833
-2% -$3.92M 0.07% 257
2025
Q4 		$244M Buy
1,452,646
+136,983
+10% +$22.8M 0.08% 224
2025
Q3 		$216M Sell
1,315,663
-323
-0% -$50.7K 0.07% 253
2025
Q2 		$198M Buy
1,315,986
+73,036
+6% +$9.9M 0.07% 257
2025
Q1 		$158M Sell
1,242,950
-27,841
-2% -$3.85M 0.06% 300
2024
Q4 		$177M Buy
+1,270,791
New +$174M 0.07% 266

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial's IUSG Position: Q2 2026 in Review

Raymond James Financial increased its iShares Core S&P US Growth ETF (IUSG) stake by 3.3% in Q2 2026, buying an estimated $8.58M and bringing the position to 1,476,303 shares worth $278M. The position accounts for 0.08% of the portfolio, ranked #228.

Raymond James Financial first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Raymond James Financial held 1,476,303 shares of iShares Core S&P US Growth ETF worth $278M as of Q2 2026.
  • Raymond James Financial bought 47,490 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $8.58M.
  • iShares Core S&P US Growth ETF made up 0.08% of Raymond James Financial's portfolio in Q2 2026, its #228 holding.
  • Raymond James Financial first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.