Sapient Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sapient Capital’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	$1.14M	Buy	6,081 +106	+2%	+$19.1K	0.02%	192
2026 Q1	$927K	Buy	5,975 +152	+3%	+$25K	0.01%	209
2025 Q4	$985K	Buy	5,823 +92	+2%	+$15.3K	0.01%	201
2025 Q3	$939K	Buy	5,731 +206	+4%	+$32.4K	0.01%	202
2025 Q2	$831K	Buy	5,525 +1,012	+22%	+$137K	0.01%	205
2025 Q1	$574K	Buy	4,513 +110	+2%	+$15.2K	0.01%	236
2024 Q4	$614K	Hold	4,403	–	–	0.01%	225
2024 Q3	$581K	Hold	4,403	–	–	0.01%	243
2024 Q2	$561K	Hold	4,403	–	–	0.01%	228
2024 Q1	$516K	Buy	+4,403	New	+$490K	0.01%	238

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 $103B AUM 28.65% 1-Year Est. Return

Sapient Capital's IUSG Position: Q2 2026 in Review

Sapient Capital increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.8% in Q2 2026, buying an estimated $19.1K and bringing the position to 6,081 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #192.

Sapient Capital first reported a position in IUSG in Q1 2024 and has held it in 10 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Sapient Capital held 6,081 shares of iShares Core S&P US Growth ETF worth $1.14M as of Q2 2026.
Sapient Capital bought 106 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $19.1K.
iShares Core S&P US Growth ETF made up 0.02% of Sapient Capital's portfolio in Q2 2026, its #192 holding.
Sapient Capital first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 10 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.