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Rehmann Capital Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Rehmann Capital Advisory 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 		$787K Sell
5,072
-282
-5% -$46.4K 0.04% 290
2025
Q4 		$899K Sell
5,354
-289
-5% -$48.2K 0.05% 261
2025
Q3 		$929K Sell
5,643
-199
-3% -$31.3K 0.05% 246
2025
Q2 		$879K Buy
5,842
+520
+10% +$70.5K 0.05% 238
2025
Q1 		$676K Sell
5,322
-105
-2% -$14.5K 0.04% 289
2024
Q4 		$756K Buy
5,427
+230
+4% +$31.6K 0.05% 261
2024
Q3 		$686K Buy
5,197
+1
+0% +$127 0.04% 276
2024
Q2 		$662K Buy
5,196
+88
+2% +$10.5K 0.05% 268
2024
Q1 		$599K Buy
5,108
+1
+0% +$111 0.04% 284
2023
Q4 		$532K Buy
5,107
+4
+0.1% +$394 0.04% 297
2023
Q3 		$484K Hold
5,103
– – 0.05% 293
2023
Q2 		$498K Buy
5,103
+2
+0% +$183 0.04% 307
2023
Q1 		$453K Sell
5,101
-79
-2% -$6.73K 0.04% 320
2022
Q4 		$422K Buy
5,180
+2
+0% +$167 0.04% 326
2022
Q3 		$415K Buy
5,178
+3
+0.1% +$270 0.05% 320
2022
Q2 		$433K Buy
5,175
+1
+0% +$92 0.05% 307
2022
Q1 		$547K Sell
5,174
-1,041
-17% -$108K 0.05% 293
2021
Q4 		$719K Buy
6,215
+1
+0% +$111 0.07% 249
2021
Q3 		$636K Hold
6,214
– – 0.06% 270
2021
Q2 		$627K Buy
6,214
+212
+4% +$20.4K 0.06% 265
2021
Q1 		$545K Buy
6,002
+572
+11% +$51.5K 0.06% 274
2020
Q4 		$482K Buy
5,430
+1
+0% +$84 0.05% 273
2020
Q3 		$434K Sell
5,429
-1,004
-16% -$78.6K 0.06% 267
2020
Q2 		$462K Sell
6,433
-371
-5% -$24.7K 0.06% 247
2020
Q1 		$388K Buy
+6,804
New +$448K 0.06% 241
2019
Q3 		– Sell
-7,403
Closed -$464K – 1907
2019
Q2 		$464K Buy
7,403
+2
+0% +$123 0.06% 263
2019
Q1 		$446K Buy
+7,401
New +$425K 0.06% 244
2018
Q4 		– Sell
-5,976
Closed -$371K – 1987
2018
Q3 		$371K Sell
5,976
-272
-4% -$16.4K 0.05% 265
2018
Q2 		$357K Hold
6,248
– – 0.05% 261
2018
Q1 		$341K Sell
6,248
-250
-4% -$14K 0.05% 253
2017
Q4 		$349K Buy
6,498
+3
+0% +$158 0.06% 253
2017
Q3 		$328K Buy
6,495
+63
+1% +$3.12K 0.06% 246
2017
Q2 		$310K Buy
6,432
+3
+0% +$143 0.06% 240
2017
Q1 		$298K Buy
6,429
+2
+0% +$91 0.05% 272
2016
Q4 		$276K Buy
6,427
+2
+0% +$85 0.05% 281
2016
Q3 		$273K Buy
6,425
+5
+0.1% +$212 0.05% 275
2016
Q2 		$262K Hold
6,420
– – 0.05% 287
2016
Q1 		$260K Buy
6,420
+4
+0.1% +$153 0.05% 271
2015
Q4 		$260K Buy
6,416
+1,106
+21% +$45K 0.05% 265
2015
Q3 		$202K Buy
5,310
+102
+2% +$4.11K 0.05% 302
2015
Q2 		$212K Buy
+5,208
New +$215K 0.05% 303

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

Rehmann Capital Advisory Group's IUSG Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 5.3% in Q1 2026, selling an estimated $46.4K and leaving 5,072 shares worth $787K. The position accounts for 0.04% of the portfolio, ranked #290.

Rehmann Capital Advisory Group first reported a position in IUSG in Q2 2015 and has held it in 41 quarters since. The position peaked at $929K in Q3 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Rehmann Capital Advisory Group held 5,072 shares of iShares Core S&P US Growth ETF worth $787K as of Q1 2026.
  • Rehmann Capital Advisory Group sold 282 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $46.4K.
  • iShares Core S&P US Growth ETF made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #290 holding.
  • Rehmann Capital Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q2 2015 and has held it in 41 quarters since.
  • Rehmann Capital Advisory Group's iShares Core S&P US Growth ETF position peaked at $929K in Q3 2025.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.