StoneX Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

StoneX Group’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	$303K	Sell	1,952 -2,753	-59%	-$453K	0.02%	568
2025 Q4	$791K	Buy	4,705 +862	+22%	+$144K	0.03%	409
2025 Q3	$632K	Buy	3,843 +7	+0.2%	+$1.1K	0.03%	469
2025 Q2	$577K	Buy	3,836 +831	+28%	+$113K	0.03%	456
2025 Q1	$382K	Sell	3,005 -351	-10%	-$48.5K	0.02%	544
2024 Q4	$468K	Buy	+3,356	New	+$461K	0.03%	486
2023 Q2	–	Sell	-2,581	Closed	-$229K	–	415
2023 Q1	$229K	Buy	+2,581	New	+$220K	0.14%	246
2022 Q3	–	Sell	-3,169	Closed	-$265K	–	434
2022 Q2	$265K	Buy	+3,169	New	+$291K	0.04%	274
2017 Q1	–	Sell	-18,523	Closed	-$795K	–	67
2016 Q4	$795K	Sell	18,523 -2,140	-10%	-$90.8K	1.39%	24
2016 Q3	$879K	Buy	+20,663	New	+$876K	1.96%	14

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

StoneX Group's IUSG Position: Q1 2026 in Review

StoneX Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 59% in Q1 2026, selling an estimated $453K and leaving 1,952 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #568.

StoneX Group first reported a position in IUSG in Q3 2016 and has held it in 10 quarters since. The position peaked at $879K in Q3 2016. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

StoneX Group held 1,952 shares of iShares Core S&P US Growth ETF worth $303K as of Q1 2026.
StoneX Group sold 2,753 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $453K.
iShares Core S&P US Growth ETF made up 0.02% of StoneX Group's portfolio in Q1 2026, its #568 holding.
StoneX Group first reported a position in iShares Core S&P US Growth ETF in Q3 2016 and has held it in 10 quarters since.
StoneX Group's iShares Core S&P US Growth ETF position peaked at $879K in Q3 2016.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.