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

Smartleaf 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	$663K	Hold	3,571	–	–	0.02%	496
2026 Q1	$532K	Sell	3,571 -1,890	-35%	-$311K	0.02%	518
2025 Q4	$924K	Buy	5,461 +1,939	+55%	+$323K	0.04%	387
2025 Q3	$577K	Sell	3,522 -67	-2%	-$10.5K	0.04%	449
2025 Q2	$537K	Sell	3,589 -1,732	-33%	-$235K	0.05%	363
2025 Q1	$676K	Sell	5,321 -503	-9%	-$69.6K	0.07%	296
2024 Q4	$818K	Sell	5,824 -4	-0.1%	-$549	0.08%	255
2024 Q3	$764K	Buy	5,828 +9	+0.2%	+$1.15K	0.09%	240
2024 Q2	$748K	Buy	5,819 +5,773	+12,550%	+$689K	0.12%	189
2024 Q1	$5.4K	Sell	46 -6	-12%	-$667	﹤0.01%	1189
2023 Q4	$5.43K	Buy	+52	New	+$5.12K	﹤0.01%	850

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

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

Smartleaf Asset Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 3,571 shares worth $663K. The position accounts for 0.02% of the portfolio, ranked #496.

Smartleaf Asset Management first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $924K in Q4 2025. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Smartleaf Asset Management held 3,571 shares of iShares Core S&P US Growth ETF worth $663K as of Q2 2026.
Smartleaf 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 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #496 holding.
Smartleaf Asset Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's iShares Core S&P US Growth ETF position peaked at $924K in Q4 2025.
928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.