Steward Partners Investment Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.17M | Sell |
22,154
-394
| -2% | -$71.2K | 0.02% | 630 |
|
|
2026
Q1 | $3.5M | Buy |
22,548
+5,267
| +30% | +$867K | 0.02% | 642 |
|
|
2025
Q4 | $2.9M | Buy |
17,281
+2,357
| +16% | +$393K | 0.02% | 647 |
|
|
2025
Q3 | $2.46M | Buy |
14,924
+5,678
| +61% | +$892K | 0.01% | 702 |
|
|
2025
Q2 | $1.39M | Sell |
9,246
-310
| -3% | -$42K | 0.01% | 850 |
|
|
2025
Q1 | $1.21M | Buy |
9,556
+320
| +3% | +$44.3K | 0.01% | 833 |
|
|
2024
Q4 | $1.29M | Sell |
9,236
-633
| -6% | -$86.9K | 0.01% | 792 |
|
|
2024
Q3 | $1.3M | Buy |
9,869
+1,149
| +13% | +$146K | 0.01% | 764 |
|
|
2024
Q2 | $1.11M | Buy |
8,720
+397
| +5% | +$47.4K | 0.01% | 771 |
|
|
2024
Q1 | $976K | Sell |
8,323
-21
| -0.3% | -$2.34K | 0.01% | 802 |
|
|
2023
Q4 | $869K | Buy |
8,344
+178
| +2% | +$17.5K | 0.01% | 782 |
|
|
2023
Q3 | $774K | Buy |
8,166
+170
| +2% | +$16.7K | 0.01% | 766 |
|
|
2023
Q2 | $781K | Sell |
7,996
-952
| -11% | -$87.3K | 0.01% | 777 |
|
|
2023
Q1 | $794K | Buy |
8,948
+1,723
| +24% | +$147K | 0.01% | 765 |
|
|
2022
Q4 | $589K | Buy |
7,225
+1,101
| +18% | +$92K | 0.01% | 838 |
|
|
2022
Q3 | $491K | Sell |
6,124
-4,516
| -42% | -$407K | 0.01% | 861 |
|
|
2022
Q2 | $891K | Sell |
10,640
-59,072
| -85% | -$5.42M | 0.02% | 668 |
|
|
2022
Q1 | $7.37M | Buy |
69,712
+57,315
| +462% | +$5.95M | 0.11% | 195 |
|
|
2021
Q4 | $1.43M | Buy |
12,397
+2,994
| +32% | +$334K | 0.02% | 594 |
|
|
2021
Q3 | $963K | Buy |
9,403
+1,014
| +12% | +$107K | 0.02% | 667 |
|
|
2021
Q2 | $847K | Buy |
8,389
+1,342
| +19% | +$129K | 0.01% | 740 |
|
|
2021
Q1 | $640K | Buy |
7,047
+1,993
| +39% | +$180K | 0.01% | 793 |
|
|
2020
Q4 | $448K | Buy |
5,054
+151
| +3% | +$12.7K | 0.01% | 788 |
|
|
2020
Q3 | $392K | Buy |
4,903
+196
| +4% | +$15.4K | 0.01% | 728 |
|
|
2020
Q2 | $338K | Sell |
4,707
-194
| -4% | -$12.9K | 0.01% | 729 |
|
|
2020
Q1 | $279K | Sell |
4,901
-822
| -14% | -$54.1K | 0.01% | 697 |
|
|
2019
Q4 | $387K | Buy |
5,723
+135
| +2% | +$8.75K | 0.01% | 691 |
|
|
2019
Q3 | $351K | Sell |
5,588
-292
| -5% | -$18.5K | 0.01% | 681 |
|
|
2019
Q2 | $368K | Buy |
5,880
+142
| +2% | +$8.74K | 0.01% | 634 |
|
|
2019
Q1 | $346K | Buy |
5,738
+47
| +0.8% | +$2.7K | 0.01% | 603 |
|
|
2018
Q4 | $299K | Sell |
5,691
-48
| -0.8% | -$2.72K | 0.01% | 603 |
|
|
2018
Q3 | $357K | Sell |
5,739
-80
| -1% | -$4.83K | 0.02% | 581 |
|
|
2018
Q2 | $333K | Buy |
5,819
+1,846
| +46% | +$104K | 0.02% | 543 |
|
|
2018
Q1 | $217K | Buy |
3,973
+1
| +0% | +$56 | 0.01% | 602 |
|
|
2017
Q4 | $213K | Buy |
3,972
+1
| +0% | +$53 | 0.02% | 504 |
|
|
2017
Q3 | $200K | Buy |
3,971
+3
| +0.1% | +$149 | 0.02% | 436 |
|
|
2017
Q2 | $191K | Hold |
3,968
| – | – | 0.02% | 408 |
|
|
2017
Q1 | $184K | Buy |
+3,968
| New | +$180K | 0.03% | 337 |
|
Other funds holding IUSG
MFG
BTI
Steward Partners Investment Advisory's IUSG Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.7% in Q2 2026, selling an estimated $71.2K and leaving 22,154 shares worth $4.17M. The position accounts for 0.02% of the portfolio, ranked #630.
Steward Partners Investment Advisory first reported a position in IUSG in Q1 2017 and has held it in 38 quarters since. The position peaked at $7.37M in Q1 2022. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.
- Steward Partners Investment Advisory held 22,154 shares of iShares Core S&P US Growth ETF worth $4.17M as of Q2 2026.
- Steward Partners Investment Advisory sold 394 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $71.2K.
- iShares Core S&P US Growth ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #630 holding.
- Steward Partners Investment Advisory first reported a position in iShares Core S&P US Growth ETF in Q1 2017 and has held it in 38 quarters since.
- Steward Partners Investment Advisory's iShares Core S&P US Growth ETF position peaked at $7.37M in Q1 2022.
- 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.