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

Sanctuary 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	$30.7M	Buy	163,131 +6,291	+4%	+$1.14M	0.14%	151
2026 Q1	$24.3M	Buy	156,840 +2,299	+1%	+$378K	0.13%	171
2025 Q4	$26M	Sell	154,541 -34	-0%	-$5.67K	0.14%	149
2025 Q3	$25.4M	Buy	154,575 +12,414	+9%	+$1.95M	0.15%	149
2025 Q2	$21.4M	Sell	142,161 -37,038	-21%	-$5.02M	0.13%	165
2025 Q1	$22.8M	Sell	179,199 -5,986	-3%	-$828K	0.16%	141
2024 Q4	$26.6M	Buy	185,185 +209	+0.1%	+$28.7K	0.17%	123
2024 Q3	$25.4M	Sell	184,976 -1,775	-1%	-$226K	0.16%	131
2024 Q2	$21.4M	Buy	+186,751	New	+$22.3M	0.16%	135

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

Sanctuary Advisors's IUSG Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 4% in Q2 2026, buying an estimated $1.14M and bringing the position to 163,131 shares worth $30.7M. The position accounts for 0.14% of the portfolio, ranked #151.

Sanctuary Advisors first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Sanctuary Advisors held 163,131 shares of iShares Core S&P US Growth ETF worth $30.7M as of Q2 2026.
Sanctuary Advisors bought 6,291 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.14M.
iShares Core S&P US Growth ETF made up 0.14% of Sanctuary Advisors's portfolio in Q2 2026, its #151 holding.
Sanctuary Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.