South Shore Capital Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

South Shore Capital 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 Q1	$7.69M	Sell	49,550 -251	-0.5%	-$41.3K	5.62%	3
2025 Q4	$8.36M	Buy	+49,801	New	+$8.31M	6.11%	3
2022 Q3	$1.3M	Buy	16,171 +4,539	+39%	+$409K	3.02%	6
2022 Q2	$973K	Buy	11,632 +5,489	+89%	+$503K	2.03%	11
2022 Q1	$649K	Buy	6,143 +1,577	+35%	+$164K	1.06%	24
2021 Q4	$528K	Buy	4,566 +1	+0%	+$111	0.86%	38
2021 Q3	$468K	Buy	4,565 +158	+4%	+$16.7K	0.85%	42
2021 Q2	$445K	Sell	4,407 -57,495	-93%	-$5.54M	0.79%	46
2021 Q1	$5.62M	Buy	61,902 +802	+1%	+$72.3K	5.59%	2
2020 Q4	$5.42M	Buy	+61,100	New	+$5.14M	5.36%	2

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 $374B AUM 17.66% 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

South Shore Capital Advisors's IUSG Position: Q1 2026 in Review

South Shore Capital Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.5% in Q1 2026, selling an estimated $41.3K and leaving 49,550 shares worth $7.69M. The position accounts for 5.62% of the portfolio, ranked #3.

South Shore Capital Advisors first reported a position in IUSG in Q4 2020 and has held it in 10 quarters since. The position peaked at $8.36M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

South Shore Capital Advisors held 49,550 shares of iShares Core S&P US Growth ETF worth $7.69M as of Q1 2026.
South Shore Capital Advisors sold 251 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $41.3K.
iShares Core S&P US Growth ETF made up 5.62% of South Shore Capital Advisors's portfolio in Q1 2026, its #3 holding.
South Shore Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 10 quarters since.
South Shore Capital Advisors's iShares Core S&P US Growth ETF position peaked at $8.36M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.