Simplex Trading’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Simplex Trading’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 Q1	$112K	Sell	723 -7,972	-92%	-$1.31M	﹤0.01%	4947
2025 Q4	$1.46M	Buy	+8,695	New	+$1.45M	﹤0.01%	2243
2025 Q3	–	Sell	-156	Closed	-$23K	–	9513
2025 Q2	$23K	Buy	156 +82	+111%	+$11.1K	﹤0.01%	6647
2025 Q1	$9K	Buy	+74	New	+$10.2K	﹤0.01%	7170
2024 Q2	–	Sell	-19	Closed	-$2K	–	9290
2024 Q1	$2K	Buy	+19	New	+$2.11K	﹤0.01%	8410
2023 Q1	–	Sell	-123	Closed	-$10K	–	9546
2022 Q4	$10K	Buy	123 +100	+435%	+$8.36K	﹤0.01%	7542
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	9556
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	9601
2022 Q1	$2K	Buy	+23	New	+$2.39K	﹤0.01%	9864
2021 Q2	–	Sell	-1,029	Closed	-$93K	–	10348
2021 Q1	$93K	Buy	1,029 +929	+929%	+$83.7K	﹤0.01%	5851
2020 Q4	$8K	Buy	+100	New	+$8.41K	﹤0.01%	7525

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplex Trading's IUSG Position: Q1 2026 in Review

Simplex Trading reduced its iShares Core S&P US Growth ETF (IUSG) stake by 92% in Q1 2026, selling an estimated $1.31M and leaving 723 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #4947.

Simplex Trading first reported a position in IUSG in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.46M in Q4 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Simplex Trading held 723 shares of iShares Core S&P US Growth ETF worth $112K as of Q1 2026.
Simplex Trading sold 7,972 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.31M.
iShares Core S&P US Growth ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4947 holding.
Simplex Trading first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 11 quarters since.
Simplex Trading's iShares Core S&P US Growth ETF position peaked at $1.46M in Q4 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.