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Ritholtz Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ritholtz Wealth Management’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 		$1.54M Buy
+8,175
New +$1.48M 0.02% 497
2025
Q3 		– Sell
-3,244
Closed -$488K – 1081
2025
Q2 		$488K Buy
+3,244
New +$440K 0.01% 649
2024
Q3 		– Sell
-1,740
Closed -$222K – 889
2024
Q2 		$222K Buy
+1,740
New +$208K 0.01% 741

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 $104B AUM 28.3% 1-Year Est. Return

Ritholtz Wealth Management's IUSG Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2026: 8,175 shares worth $1.54M. The stake represents 0.02% of the portfolio and ranks #497 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in IUSG as recently as Q2 2025.

Ritholtz Wealth Management first reported a position in IUSG in Q2 2024 and has held it in 3 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Ritholtz Wealth Management held 8,175 shares of iShares Core S&P US Growth ETF worth $1.54M as of Q2 2026.
  • iShares Core S&P US Growth ETF was a new Ritholtz Wealth Management position in Q2 2026.
  • iShares Core S&P US Growth ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #497 holding.
  • Ritholtz Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.