Sage Mountain Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sage Mountain 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	$337K	Buy	1,794 +285	+19%	+$51.5K	0.02%	171
2026 Q1	$234K	Sell	1,509 -23	-2%	-$3.79K	0.02%	186
2025 Q4	$257K	Sell	1,532 -40	-3%	-$6.67K	0.01%	424
2025 Q3	$259K	Hold	1,572	–	–	0.01%	403
2025 Q2	$236K	Buy	1,572 +10	+0.6%	+$1.36K	0.02%	376
2025 Q1	$198K	Buy	1,562 +67	+4%	+$9.27K	0.01%	380
2024 Q4	$208K	Buy	1,495 +15	+1%	+$2.06K	0.02%	364
2024 Q3	$195K	Hold	1,480	–	–	0.02%	387
2024 Q2	$189K	Hold	1,480	–	–	0.02%	338
2024 Q1	$173K	Hold	1,480	–	–	0.02%	327
2023 Q4	$154K	Hold	1,480	–	–	0.02%	273
2023 Q3	$140K	Hold	1,480	–	–	0.02%	269
2023 Q2	$145K	Hold	1,480	–	–	0.02%	261
2023 Q1	$131K	Hold	1,480	–	–	0.02%	252
2022 Q4	$121K	Hold	1,480	–	–	0.03%	190
2022 Q3	$119K	Hold	1,480	–	–	0.03%	231
2022 Q2	$124K	Hold	1,480	–	–	0.02%	491
2022 Q1	$156K	Sell	1,480 -230	-13%	-$23.9K	0.02%	493
2021 Q4	$198K	Hold	1,710	–	–	0.02%	522
2021 Q3	$175K	Buy	1,710 +61	+4%	+$6.44K	0.03%	447
2021 Q2	$167K	Buy	1,649 +623	+61%	+$60K	0.03%	410
2021 Q1	$93K	Buy	+1,026	New	+$92.5K	0.02%	380

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sage Mountain Advisors's IUSG Position: Q2 2026 in Review

Sage Mountain Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 19% in Q2 2026, buying an estimated $51.5K and bringing the position to 1,794 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #171.

Sage Mountain Advisors first reported a position in IUSG in Q1 2021 and has held it in 22 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Sage Mountain Advisors held 1,794 shares of iShares Core S&P US Growth ETF worth $337K as of Q2 2026.
Sage Mountain Advisors bought 285 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $51.5K.
iShares Core S&P US Growth ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #171 holding.
Sage Mountain Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 22 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.