St. Clair Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

St. Clair 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 Q3	$2.14M	Hold	11,054	–	–	0.53%	34
2026 Q2	$2.08M	Hold	11,054	–	–	0.53%	34
2026 Q1	$1.71M	Buy	11,054 +3,056	+38%	+$503K	0.46%	39
2025 Q4	$1.34M	Buy	7,998 +951	+13%	+$159K	0.35%	41
2025 Q3	$1.16M	Hold	7,047	–	–	0.31%	44
2025 Q2	$1.06M	Buy	7,047 +1,125	+19%	+$153K	0.28%	44
2025 Q1	$753K	Buy	5,922 +1,165	+24%	+$161K	0.21%	52
2024 Q4	$663K	Hold	4,757	–	–	0.19%	54
2024 Q3	$627K	Hold	4,757	–	–	0.18%	57
2024 Q2	$606K	Sell	4,757 -954	-17%	-$114K	0.19%	55
2024 Q1	$669K	Hold	5,711	–	–	0.22%	56
2023 Q4	$595K	Buy	5,711 +527	+10%	+$51.9K	0.2%	57
2023 Q3	$492K	Sell	5,184 -31	-0.6%	-$3.04K	0.19%	58
2023 Q2	$509K	Hold	5,215	–	–	0.2%	58
2023 Q1	$463K	Hold	5,215	–	–	0.2%	58
2022 Q4	$425K	Buy	+5,215	New	+$436K	0.27%	36

Other funds holding IUSG

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

St. Clair Advisors's IUSG Position: Q3 2026 in Review

St. Clair Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2026 at 11,054 shares worth $2.14M. The position accounts for 0.53% of the portfolio, ranked #34.

St. Clair Advisors first reported a position in IUSG in Q4 2022 and has held it in 16 quarters since. 287 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

St. Clair Advisors held 11,054 shares of iShares Core S&P US Growth ETF worth $2.14M as of Q3 2026.
St. Clair Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q3 2026.
iShares Core S&P US Growth ETF made up 0.53% of St. Clair Advisors's portfolio in Q3 2026, its #34 holding.
St. Clair Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 16 quarters since.
287 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.