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 Q2	$265K	Sell	1,407 -545	-28%	-$98.4K	0.01%	911
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	–	687
2023 Q1	$229K	Buy	+2,581	New	+$220K	0.03%	488
2022 Q3	–	Sell	-3,169	Closed	-$265K	–	643
2022 Q2	$265K	Buy	+3,169	New	+$291K	0.03%	450
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 $1.55T 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

StoneX Group's IUSG Position: Q2 2026 in Review

StoneX Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 28% in Q2 2026, selling an estimated $98.4K and leaving 1,407 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #911.

StoneX Group first reported a position in IUSG in Q3 2016 and has held it in 11 quarters since. The position peaked at $879K in Q3 2016. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

StoneX Group held 1,407 shares of iShares Core S&P US Growth ETF worth $265K as of Q2 2026.
StoneX Group sold 545 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $98.4K.
iShares Core S&P US Growth ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #911 holding.
StoneX Group first reported a position in iShares Core S&P US Growth ETF in Q3 2016 and has held it in 11 quarters since.
StoneX Group's iShares Core S&P US Growth ETF position peaked at $879K in Q3 2016.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.