Sterling Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sterling Capital 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	$764K	Sell	4,061 -52	-1%	-$9.39K	0.01%	647
2026 Q1	$638K	Buy	4,113 +83	+2%	+$13.7K	0.01%	660
2025 Q4	$677K	Sell	4,030 -123	-3%	-$20.5K	0.01%	795
2025 Q3	$683K	Sell	4,153 -478	-10%	-$75.1K	0.01%	792
2025 Q2	$697K	Sell	4,631 -51	-1%	-$6.91K	0.01%	770
2025 Q1	$595K	Sell	4,682 -46	-1%	-$6.36K	0.01%	774
2024 Q4	$659K	Sell	4,728 -3,730	-44%	-$512K	0.01%	766
2024 Q3	$1.12M	Buy	+8,458	New	+$1.08M	0.01%	552

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

Sterling Capital Management's IUSG Position: Q2 2026 in Review

Sterling Capital Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.3% in Q2 2026, selling an estimated $9.39K and leaving 4,061 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #647.

Sterling Capital Management first reported a position in IUSG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2024. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Sterling Capital Management held 4,061 shares of iShares Core S&P US Growth ETF worth $764K as of Q2 2026.
Sterling Capital Management sold 52 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $9.39K.
iShares Core S&P US Growth ETF made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #647 holding.
Sterling Capital Management first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's iShares Core S&P US Growth ETF position peaked at $1.12M in Q3 2024.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.