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 Q2	$14.7M	Sell	78,151 -11,875	-13%	-$2.15M	2.8%	8
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 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

Stevens Capital Partners's IUSG Position: Q2 2026 in Review

Stevens Capital Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q2 2026, selling an estimated $2.15M and leaving 78,151 shares worth $14.7M. The position accounts for 2.8% of the portfolio, ranked #8.

Stevens Capital Partners first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Stevens Capital Partners held 78,151 shares of iShares Core S&P US Growth ETF worth $14.7M as of Q2 2026.
Stevens Capital Partners sold 11,875 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.15M.
iShares Core S&P US Growth ETF made up 2.8% of Stevens Capital Partners's portfolio in Q2 2026, its #8 holding.
Stevens Capital Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.