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Richard W. Paul & Associates’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Richard W. Paul & Associates’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 		$18.9M Sell
100,700
-34
-0% -$6.14K 5.79% 2
2026
Q1 		$15.6M Sell
100,734
-2,399
-2% -$395K 5.26% 2
2025
Q4 		$17.3M Buy
103,133
+3,529
+4% +$589K 5.75% 2
2025
Q3 		$16.4M Buy
99,604
+194
+0.2% +$30.5K 5.59% 2
2025
Q2 		$15M Sell
99,410
-872
-0.9% -$118K 5.41% 2
2025
Q1 		$12.7M Sell
100,282
-3,357
-3% -$464K 5% 2
2024
Q4 		$14.4M Sell
103,639
-3,661
-3% -$502K 5.26% 2
2024
Q3 		$14.2M Sell
107,300
-739
-0.7% -$94K 5.08% 2
2024
Q2 		$13.8M Buy
108,039
+4,657
+5% +$555K 5.32% 1
2024
Q1 		$12.1M Sell
103,382
-2,065
-2% -$230K 4.84% 2
2023
Q4 		$11M Buy
105,447
+3,142
+3% +$310K 4.61% 2
2023
Q3 		$9.7M Sell
102,305
-6,351
-6% -$623K 4.44% 3
2023
Q2 		$10.6M Buy
108,656
+3,062
+3% +$281K 4.62% 2
2023
Q1 		$9.37M Buy
105,594
+12,221
+13% +$1.04M 4.32% 2
2022
Q4 		$7.61M Buy
+93,373
New +$7.8M 3.83% 3

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

Richard W. Paul & Associates's IUSG Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.03% in Q2 2026, selling an estimated $6.14K and leaving 100,700 shares worth $18.9M. The position accounts for 5.79% of the portfolio, ranked #2.

Richard W. Paul & Associates first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Richard W. Paul & Associates held 100,700 shares of iShares Core S&P US Growth ETF worth $18.9M as of Q2 2026.
  • Richard W. Paul & Associates sold 34 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $6.14K.
  • iShares Core S&P US Growth ETF made up 5.79% of Richard W. Paul & Associates's portfolio in Q2 2026, its #2 holding.
  • Richard W. Paul & Associates first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.