Red Tortoise LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Red Tortoise LLC’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	–	Hold	0	–	–	–	591
2025 Q4	–	Hold	0	–	–	–	597
2025 Q3	–	Hold	0	–	–	–	587
2025 Q2	–	Hold	0	–	–	–	591
2025 Q1	–	Sell	-25	Closed	-$3.46K	–	575
2024 Q4	$3.55K	Buy	+25	New	+$3.43K	﹤0.01%	422

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Red Tortoise LLC's IUSG Position: Q1 2026 in Review

Red Tortoise LLC held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Red Tortoise LLC first reported a position in IUSG in Q4 2024 and has held it in 1 quarter since. The position peaked at $3.55K in Q4 2024. 867 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Red Tortoise LLC held 0 shares of iShares Core S&P US Growth ETF worth $2 as of Q1 2026.
Red Tortoise LLC left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #591 holding.
Red Tortoise LLC first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 1 quarter since.
Red Tortoise LLC's iShares Core S&P US Growth ETF position peaked at $3.55K in Q4 2024.
867 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.