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

Sequoia Financial 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 		$2.15M Sell
11,430
-106
-0.9% -$19.1K 0.01% 615
2026
Q1 		$1.79M Buy
11,536
+18
+0.2% +$2.96K 0.01% 649
2025
Q4 		$1.93M Sell
11,518
-154
-1% -$25.7K 0.01% 583
2025
Q3 		$1.92M Buy
11,672
+344
+3% +$54K 0.01% 540
2025
Q2 		$1.7M Sell
11,328
-4,386
-28% -$595K 0.01% 508
2025
Q1 		$2M Sell
15,714
-61
-0.4% -$8.44K 0.02% 437
2024
Q4 		$2.2M Buy
15,775
+311
+2% +$42.7K 0.02% 386
2024
Q3 		$2.04M Buy
15,464
+118
+0.8% +$15K 0.02% 370
2024
Q2 		$1.96M Sell
15,346
-1,318
-8% -$157K 0.02% 330
2024
Q1 		$1.95M Buy
16,664
+646
+4% +$71.9K 0.02% 329
2023
Q4 		$1.67M Sell
16,018
-196
-1% -$19.3K 0.02% 399
2023
Q3 		$1.54M Sell
16,214
-317
-2% -$31.1K 0.03% 268
2023
Q2 		$1.61M Sell
16,531
-574
-3% -$52.6K 0.03% 268
2023
Q1 		$1.52M Sell
17,105
-1,267
-7% -$108K 0.03% 248
2022
Q4 		$1.5M Sell
18,372
-4,058
-18% -$339K 0.04% 231
2022
Q3 		$1.8M Sell
22,430
-658
-3% -$59.3K 0.06% 162
2022
Q2 		$1.93M Sell
23,088
-1,810
-7% -$166K 0.05% 177
2022
Q1 		$2.63M Buy
24,898
+3,315
+15% +$344K 0.07% 163
2021
Q4 		$2.5M Buy
+21,583
New +$2.41M 0.07% 164
2021
Q3 		– Sell
-22,558
Closed -$2.28M – 352
2021
Q2 		$2.28M Buy
22,558
+8,573
+61% +$826K 0.08% 142
2021
Q1 		$1.27M Buy
13,985
+615
+5% +$55.4K 0.05% 169
2020
Q4 		$1.19M Buy
13,370
+4,674
+54% +$393K 0.05% 167
2020
Q3 		$696K Buy
8,696
+4,522
+108% +$354K 0.04% 193
2020
Q2 		$300K Sell
4,174
-370
-8% -$24.6K 0.02% 289
2020
Q1 		$259K Buy
4,544
+813
+22% +$53.5K 0.02% 288
2019
Q4 		$252K Buy
3,731
+447
+14% +$29K 0.02% 325
2019
Q3 		$206K Buy
+3,284
New +$208K 0.01% 337

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

Sequoia Financial Advisors's IUSG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.92% in Q2 2026, selling an estimated $19.1K and leaving 11,430 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #615.

Sequoia Financial Advisors first reported a position in IUSG in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.63M in Q1 2022. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Sequoia Financial Advisors held 11,430 shares of iShares Core S&P US Growth ETF worth $2.15M as of Q2 2026.
  • Sequoia Financial Advisors sold 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 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #615 holding.
  • Sequoia Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 27 quarters since.
  • Sequoia Financial Advisors's iShares Core S&P US Growth ETF position peaked at $2.63M in Q1 2022.
  • 927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.