Silvercrest Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Silvercrest Asset Management’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	$510K	Hold	2,710	–	–	﹤0.01%	700
2026 Q1	$420K	Hold	2,710	–	–	﹤0.01%	718
2025 Q4	$455K	Hold	2,710	–	–	﹤0.01%	729
2025 Q3	$446K	Hold	2,710	–	–	﹤0.01%	711
2025 Q2	$408K	Sell	2,710 -1	-0%	-$136	﹤0.01%	734
2025 Q1	$344K	Buy	2,711 +4	+0.1%	+$553	﹤0.01%	752
2024 Q4	$377K	Buy	2,707 +5	+0.2%	+$686	﹤0.01%	729
2024 Q3	$356K	Buy	2,702 +5	+0.2%	+$636	﹤0.01%	697
2024 Q2	$344K	Buy	2,697 +3	+0.1%	+$358	﹤0.01%	788
2024 Q1	$316K	Buy	2,694 +4	+0.1%	+$445	﹤0.01%	795
2023 Q4	$280K	Buy	2,690 +18	+0.7%	+$1.77K	﹤0.01%	758
2023 Q3	$253K	Hold	2,672	–	–	﹤0.01%	770
2023 Q2	$261K	Buy	2,672 +6	+0.2%	+$550	﹤0.01%	765
2023 Q1	$237K	Buy	2,666 +10	+0.4%	+$852	﹤0.01%	752
2022 Q4	$217K	Buy	2,656 +7	+0.3%	+$585	﹤0.01%	746
2022 Q3	$212K	Buy	2,649 +8	+0.3%	+$720	﹤0.01%	750
2022 Q2	$221K	Buy	2,641 +5	+0.2%	+$458	﹤0.01%	761
2022 Q1	$279K	Buy	2,636 +5	+0.2%	+$519	﹤0.01%	774
2021 Q4	$304K	Buy	2,631 +4	+0.2%	+$446	﹤0.01%	741
2021 Q3	$269K	Buy	2,627 +5	+0.2%	+$528	﹤0.01%	769
2021 Q2	$265K	Buy	2,622 +4	+0.2%	+$385	﹤0.01%	774
2021 Q1	$238K	Hold	2,618	–	–	﹤0.01%	782
2020 Q4	$232K	Buy	+2,618	New	+$220K	﹤0.01%	755

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

Silvercrest Asset Management's IUSG Position: Q2 2026 in Review

Silvercrest Asset Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,710 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Silvercrest Asset Management first reported a position in IUSG in Q4 2020 and has held it in 23 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Silvercrest Asset Management held 2,710 shares of iShares Core S&P US Growth ETF worth $510K as of Q2 2026.
Silvercrest Asset Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #700 holding.
Silvercrest Asset Management first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 23 quarters since.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.