Summit Global Investments’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Summit Global Investments’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	$389K	Sell	2,070 -65	-3%	-$11.7K	0.02%	392
2026 Q1	$331K	Buy	2,135 +118	+6%	+$19.4K	0.02%	399
2025 Q4	$339K	Hold	2,017	–	–	0.02%	400
2025 Q3	$332K	Hold	2,017	–	–	0.02%	382
2025 Q2	$303K	Hold	2,017	–	–	0.02%	390
2025 Q1	$256K	Hold	2,017	–	–	0.02%	383
2024 Q4	$281K	Hold	2,017	–	–	0.02%	456
2024 Q3	$266K	Hold	2,017	–	–	0.02%	443
2024 Q2	$257K	Hold	2,017	–	–	0.02%	437
2024 Q1	$236K	Hold	2,017	–	–	0.02%	457
2023 Q4	$210K	Buy	+2,017	New	+$199K	0.01%	489
2022 Q2	–	Sell	-2,017	Closed	-$213K	–	495
2022 Q1	$213K	Hold	2,017	–	–	0.02%	450
2021 Q4	$233K	Hold	2,017	–	–	0.02%	477
2021 Q3	$207K	Hold	2,017	–	–	0.02%	435
2021 Q2	$204K	Buy	+2,017	New	+$194K	0.01%	531

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

Summit Global Investments's IUSG Position: Q2 2026 in Review

Summit Global Investments reduced its iShares Core S&P US Growth ETF (IUSG) stake by 3% in Q2 2026, selling an estimated $11.7K and leaving 2,070 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #392.

Summit Global Investments first reported a position in IUSG in Q2 2021 and has held it in 15 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Summit Global Investments held 2,070 shares of iShares Core S&P US Growth ETF worth $389K as of Q2 2026.
Summit Global Investments sold 65 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $11.7K.
iShares Core S&P US Growth ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #392 holding.
Summit Global Investments first reported a position in iShares Core S&P US Growth ETF in Q2 2021 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 Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.