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Stevens Capital Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Stevens Capital Partners’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 		$14M Buy
90,026
+17,468
+24% +$2.88M 3.36% 6
2025
Q4 		$12.2M Buy
72,558
+2,383
+3% +$397K 3.19% 7
2025
Q3 		$11.5M Buy
70,175
+4,975
+8% +$781K 3.45% 5
2025
Q2 		$10.2M Buy
65,200
+4,915
+8% +$666K 3.65% 5
2025
Q1 		$7.66M Sell
60,285
-394
-0.6% -$54.5K 3.6% 6
2024
Q4 		$8.46M Sell
60,679
-962
-2% -$132K 3.83% 5
2024
Q3 		$8.13M Buy
61,641
+72
+0.1% +$9.16K 3.88% 5
2024
Q2 		$7.85M Buy
61,569
+4,120
+7% +$491K 4.05% 5
2024
Q1 		$6.73M Buy
57,449
+11,789
+26% +$1.31M 4.01% 6
2023
Q4 		$4.75M Buy
45,660
+2,960
+7% +$292K 3.3% 8
2023
Q3 		$4.05M Buy
42,700
+1,516
+4% +$149K 3.25% 7
2023
Q2 		$4.02M Sell
41,184
-48,595
-54% -$4.46M 3.11% 9
2023
Q1 		$7.97M Buy
89,779
+7,345
+9% +$625K 6.68% 6
2022
Q4 		$6.72M Buy
+82,434
New +$6.89M 5.94% 6

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stevens Capital Partners's IUSG Position: Q1 2026 in Review

Stevens Capital Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 24% in Q1 2026, buying an estimated $2.88M and bringing the position to 90,026 shares worth $14M. The position accounts for 3.36% of the portfolio, ranked #6.

Stevens Capital Partners first reported a position in IUSG in Q4 2022 and has held it in 14 quarters since. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Stevens Capital Partners held 90,026 shares of iShares Core S&P US Growth ETF worth $14M as of Q1 2026.
  • Stevens Capital Partners bought 17,468 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $2.88M.
  • iShares Core S&P US Growth ETF made up 3.36% of Stevens Capital Partners's portfolio in Q1 2026, its #6 holding.
  • Stevens Capital Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.