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 Q2	$288K	Hold	1,533	–	–	﹤0.01%	1346
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 $1.55T 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 Trail Advisors's IUSG Position: Q2 2026 in Review

Summit Trail Advisors held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,533 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Summit Trail Advisors first reported a position in IUSG in Q4 2017 and has held it in 8 quarters since. The position peaked at $313K in Q4 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Summit Trail Advisors held 1,533 shares of iShares Core S&P US Growth ETF worth $288K as of Q2 2026.
Summit Trail Advisors left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1346 holding.
Summit Trail Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 8 quarters since.
Summit Trail Advisors's iShares Core S&P US Growth ETF position peaked at $313K in Q4 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.