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Realta Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Realta 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
Q2 		$30.1K Hold
160
– – 0.01% 286
2026
Q1 		$24.8K Hold
160
– – 0.01% 272
2025
Q4 		$26.9K Buy
160
+138
+627% +$23K 0.01% 268
2025
Q3 		$3.62K Hold
22
– – ﹤0.01% 304
2025
Q2 		$3.31K Sell
22
-138
-86% -$18.7K ﹤0.01% 288
2025
Q1 		$20.3K Buy
160
+138
+627% +$19.1K 0.01% 258
2024
Q4 		$3.12K Hold
22
– – ﹤0.01% 319
2024
Q3 		$2.96K Sell
22
-776
-97% -$98.7K ﹤0.01% 331
2024
Q2 		$102K Buy
798
+350
+78% +$41.7K 0.02% 469
2024
Q1 		$52.5K Buy
+448
New +$49.8K 0.01% 552
2023
Q4 		– Sell
-468
Closed -$45.7K – 608
2023
Q3 		$45.7K Hold
468
– – 0.01% 537
2023
Q2 		$45.7K Buy
+468
New +$42.9K 0.01% 570
2023
Q1 		– Sell
-298
Closed -$24.3K – 621
2022
Q4 		$24.3K Sell
298
-30
-9% -$2.51K 0.01% 628
2022
Q3 		$26K Buy
+328
New +$29.5K 0.01% 605
2020
Q1 		– Sell
-205
Closed -$14K – 852
2019
Q4 		$14K Sell
205
-35
-15% -$2.27K ﹤0.01% 1046
2019
Q3 		$15K Buy
240
+1
+0.4% +$63 ﹤0.01% 1001
2019
Q2 		$15K Buy
239
+34
+17% +$2.09K ﹤0.01% 1034
2019
Q1 		$12K Buy
+205
New +$11.8K 0.01% 871

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Realta Investment Advisors's IUSG Position: Q2 2026 in Review

Realta Investment Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 160 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #286.

Realta Investment Advisors first reported a position in IUSG in Q1 2019 and has held it in 18 quarters since. The position peaked at $102K in Q2 2024. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Realta Investment Advisors held 160 shares of iShares Core S&P US Growth ETF worth $30.1K as of Q2 2026.
  • Realta Investment Advisors 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 Realta Investment Advisors's portfolio in Q2 2026, its #286 holding.
  • Realta Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2019 and has held it in 18 quarters since.
  • Realta Investment Advisors's iShares Core S&P US Growth ETF position peaked at $102K in Q2 2024.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.