SouthState Corp’s iShares Core S&P US Growth ETF IUSG Stock Holding History

SouthState Corp’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	$910K	Sell	4,837 -55	-1%	-$9.94K	0.04%	222
2026 Q1	$759K	Sell	4,892 -1,361	-22%	-$224K	0.04%	224
2025 Q4	$1.05M	Buy	6,253 +5,491	+721%	+$916K	0.05%	198
2025 Q3	$125K	Sell	762 -10	-1%	-$1.57K	0.01%	368
2025 Q2	$116K	Hold	772	–	–	0.01%	405
2025 Q1	$98.1K	Sell	772 -10	-1%	-$1.38K	﹤0.01%	427
2024 Q4	$109K	Hold	782	–	–	0.01%	304
2024 Q3	$103K	Sell	782 -10	-1%	-$1.27K	0.01%	304
2024 Q2	$101K	Sell	792 -26	-3%	-$3.1K	0.01%	310
2024 Q1	$95.9K	Buy	818 +611	+295%	+$68K	0.01%	314
2023 Q4	$21.5K	Sell	207 -45	-18%	-$4.43K	﹤0.01%	410
2023 Q3	$23.9K	Hold	252	–	–	﹤0.01%	392
2023 Q2	$24.6K	Hold	252	–	–	﹤0.01%	394
2023 Q1	$22.4K	Sell	252 -33	-12%	-$2.81K	﹤0.01%	432
2022 Q4	$23.2K	Hold	285	–	–	﹤0.01%	453
2022 Q3	$23K	Hold	285	–	–	﹤0.01%	448
2022 Q2	$24K	Buy	285 +33	+13%	+$3.03K	﹤0.01%	477
2022 Q1	$27K	Hold	252	–	–	﹤0.01%	504
2021 Q4	$29K	Sell	252 -48	-16%	-$5.35K	﹤0.01%	463
2021 Q3	$31K	Sell	300 -50	-14%	-$5.28K	﹤0.01%	399
2021 Q2	$35K	Hold	350	–	–	﹤0.01%	299
2021 Q1	$32K	Sell	350 -12	-3%	-$1.08K	﹤0.01%	296
2020 Q4	$32K	Hold	362	–	–	﹤0.01%	294
2020 Q3	$29K	Buy	+362	New	+$28.4K	﹤0.01%	296

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

SouthState Corp's IUSG Position: Q2 2026 in Review

SouthState Corp reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.1% in Q2 2026, selling an estimated $9.94K and leaving 4,837 shares worth $910K. The position accounts for 0.04% of the portfolio, ranked #222.

SouthState Corp first reported a position in IUSG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.05M in Q4 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

SouthState Corp held 4,837 shares of iShares Core S&P US Growth ETF worth $910K as of Q2 2026.
SouthState Corp sold 55 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $9.94K.
iShares Core S&P US Growth ETF made up 0.04% of SouthState Corp's portfolio in Q2 2026, its #222 holding.
SouthState Corp first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and has held it in 24 quarters since.
SouthState Corp's iShares Core S&P US Growth ETF position peaked at $1.05M in Q4 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.