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

Savant 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	$12.5M	Buy	66,492 +904	+1%	+$163K	0.04%	256
2026 Q1	$10.2M	Buy	65,588 +803	+1%	+$132K	0.05%	178
2025 Q4	$10.9M	Sell	64,785 -5,209	-7%	-$869K	0.06%	165
2025 Q3	$11.5M	Sell	69,994 -2,736	-4%	-$430K	0.07%	150
2025 Q2	$10.9M	Sell	72,730 -12,622	-15%	-$1.71M	0.08%	143
2025 Q1	$10.8M	Sell	85,352 -15,707	-16%	-$2.17M	0.09%	131
2024 Q4	$14.1M	Sell	101,059 -19,461	-16%	-$2.67M	0.11%	121
2024 Q3	$15.9M	Sell	120,520 -26,294	-18%	-$3.34M	0.13%	108
2024 Q2	$18.7M	Sell	146,814 -9,754	-6%	-$1.16M	0.19%	89
2024 Q1	$18.4M	Sell	156,568 -14,140	-8%	-$1.57M	0.21%	80
2023 Q4	$17.8M	Sell	170,708 -1,301	-0.8%	-$128K	0.23%	79
2023 Q3	$16.3M	Sell	172,009 -20,123	-10%	-$1.97M	0.24%	79
2023 Q2	$18.8M	Sell	192,132 -8,483	-4%	-$778K	0.29%	63
2023 Q1	$17.8M	Sell	200,615 -10,777	-5%	-$918K	0.33%	54
2022 Q4	$98.8K	Buy	+211,392	New	+$17.7M	﹤0.01%	572

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

Savant Capital's IUSG Position: Q2 2026 in Review

Savant Capital increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.4% in Q2 2026, buying an estimated $163K and bringing the position to 66,492 shares worth $12.5M. The position accounts for 0.04% of the portfolio, ranked #256.

Savant Capital first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.8M in Q2 2023. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Savant Capital held 66,492 shares of iShares Core S&P US Growth ETF worth $12.5M as of Q2 2026.
Savant Capital bought 904 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $163K.
iShares Core S&P US Growth ETF made up 0.04% of Savant Capital's portfolio in Q2 2026, its #256 holding.
Savant Capital first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
Savant Capital's iShares Core S&P US Growth ETF position peaked at $18.8M in Q2 2023.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.