Summit Trail Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Summit Trail Advisors’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	$238K	Sell	1,533 -332	-18%	-$54.6K	﹤0.01%	1340
2025 Q4	$313K	Hold	1,865	–	–	0.01%	1197
2025 Q3	$307K	Buy	1,865 +332	+22%	+$52.1K	﹤0.01%	1202
2025 Q2	$231K	Buy	+1,533	New	+$208K	﹤0.01%	1016
2024 Q4	–	Sell	-1,584	Closed	-$209K	–	568
2024 Q3	$209K	Hold	1,584	–	–	0.01%	664
2024 Q2	$202K	Buy	+1,584	New	+$189K	0.01%	597
2018 Q1	–	Sell	-5,166	Closed	-$278K	–	1057
2017 Q4	$278K	Buy	+5,166	New	+$272K	0.04%	339

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

Summit Trail Advisors's IUSG Position: Q1 2026 in Review

Summit Trail Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 18% in Q1 2026, selling an estimated $54.6K and leaving 1,533 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Summit Trail Advisors first reported a position in IUSG in Q4 2017 and has held it in 7 quarters since. The position peaked at $313K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Summit Trail Advisors held 1,533 shares of iShares Core S&P US Growth ETF worth $238K as of Q1 2026.
Summit Trail Advisors sold 332 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $54.6K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1340 holding.
Summit Trail Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 7 quarters since.
Summit Trail Advisors's iShares Core S&P US Growth ETF position peaked at $313K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.