Stokes Family Office’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Stokes Family Office’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	$3.46M	Sell	18,410 -4,732	-20%	-$855K	0.4%	70
2026 Q1	$3.59M	Sell	23,142 -106	-0.5%	-$17.4K	0.37%	69
2025 Q4	$3.9M	Sell	23,248 -304	-1%	-$50.7K	0.36%	66
2025 Q3	$3.88M	Buy	23,552 +1,244	+6%	+$195K	0.37%	66
2025 Q2	$3.36M	Buy	22,308 +1,184	+6%	+$161K	0.35%	66
2025 Q1	$2.68M	Sell	21,124 -540	-2%	-$74.7K	0.3%	71
2024 Q4	$3.02M	Buy	21,664 +1,145	+6%	+$157K	0.32%	70
2024 Q3	$2.71M	Sell	20,519 -313	-2%	-$39.8K	0.3%	69
2024 Q2	$2.66M	Buy	20,832 +103	+0.5%	+$12.3K	0.31%	69
2024 Q1	$2.43M	Buy	20,729 +20	+0.1%	+$2.23K	0.3%	72
2023 Q4	$2.16M	Buy	20,709 +1,793	+9%	+$177K	0.29%	76
2023 Q3	$1.79M	Buy	18,916 +3,215	+20%	+$315K	0.21%	89
2023 Q2	$1.53M	Sell	15,701 -323	-2%	-$29.6K	0.18%	97
2023 Q1	$1.42M	Sell	16,024 -612	-4%	-$52.1K	0.18%	98
2022 Q4	$1.36M	Sell	16,636 -5,797	-26%	-$484K	0.17%	92
2022 Q3	$1.8M	Sell	22,433 -1,751	-7%	-$158K	0.26%	77
2022 Q2	$2.02M	Buy	24,184 +336	+1%	+$30.8K	0.28%	76
2022 Q1	$2.52M	Sell	23,848 -502	-2%	-$52.2K	0.33%	66
2021 Q4	$2.82M	Buy	24,350 +1,093	+5%	+$122K	0.35%	58
2021 Q3	$2.38M	Buy	23,257 +493	+2%	+$52.1K	0.33%	65
2021 Q2	$2.3M	Buy	22,764 +3,594	+19%	+$346K	0.33%	67
2021 Q1	$1.74M	Buy	19,170 +4,248	+28%	+$383K	0.27%	70
2020 Q4	$1.32M	Buy	14,922 +6,431	+76%	+$541K	0.26%	69
2020 Q3	$679K	Sell	8,491 -348	-4%	-$27.3K	0.15%	93
2020 Q2	$635K	Sell	8,839 -5,508	-38%	-$366K	0.16%	94
2020 Q1	$819K	Sell	14,347 -869	-6%	-$57.2K	0.22%	75
2019 Q4	$1.03M	Buy	+15,216	New	+$986K	0.23%	70

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

Stokes Family Office's IUSG Position: Q2 2026 in Review

Stokes Family Office reduced its iShares Core S&P US Growth ETF (IUSG) stake by 20% in Q2 2026, selling an estimated $855K and leaving 18,410 shares worth $3.46M. The position accounts for 0.4% of the portfolio, ranked #70.

Stokes Family Office first reported a position in IUSG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.9M in Q4 2025. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Stokes Family Office held 18,410 shares of iShares Core S&P US Growth ETF worth $3.46M as of Q2 2026.
Stokes Family Office sold 4,732 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $855K.
iShares Core S&P US Growth ETF made up 0.4% of Stokes Family Office's portfolio in Q2 2026, its #70 holding.
Stokes Family Office first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 27 quarters since.
Stokes Family Office's iShares Core S&P US Growth ETF position peaked at $3.9M in Q4 2025.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.