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IUSG icon

Sunbelt Securities’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sunbelt Securities’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 		$3.06M Sell
19,722
-3
-0% -$494 0.19% 94
2025
Q4 		$3.31M Buy
19,725
+328
+2% +$54.7K 0.22% 88
2025
Q3 		$3.19M Buy
19,397
+11,760
+154% +$1.85M 0.22% 87
2025
Q2 		$1.06M Sell
7,637
-876
-10% -$119K 0.09% 196
2025
Q1 		$1.08M Buy
8,513
+876
+11% +$121K 0.1% 182
2024
Q4 		$1.07M Buy
7,637
+320
+4% +$43.9K 0.09% 194
2024
Q3 		$965K Buy
7,317
+1,698
+30% +$216K 0.09% 211
2024
Q2 		$716K Buy
5,619
+260
+5% +$31K 0.07% 244
2024
Q1 		$628K Buy
5,359
+415
+8% +$46.2K 0.07% 269
2023
Q4 		$515K Sell
4,944
-500
-9% -$49.3K 0.06% 296
2023
Q3 		$516K Buy
5,444
+919
+20% +$90.2K 0.07% 281
2023
Q2 		$442K Buy
4,525
+235
+5% +$21.6K 0.06% 303
2023
Q1 		$376K Sell
4,290
-1,075
-20% -$91.5K 0.06% 312
2022
Q4 		$437K Buy
5,365
+2,613
+95% +$218K 0.09% 271
2022
Q3 		$221K Sell
2,752
-3,351
-55% -$302K 0.05% 388
2022
Q2 		$511K Buy
+6,103
New +$560K 0.11% 237
2020
Q1 		– Sell
-3,038
Closed -$205K – 510
2019
Q4 		$205K Sell
3,038
-1,098
-27% -$71.1K 0.02% 535
2019
Q3 		$260K Buy
+4,136
New +$262K 0.03% 455

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sunbelt Securities's IUSG Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.02% in Q1 2026, selling an estimated $494 and leaving 19,722 shares worth $3.06M. The position accounts for 0.19% of the portfolio, ranked #94.

Sunbelt Securities first reported a position in IUSG in Q3 2019 and has held it in 18 quarters since. The position peaked at $3.31M in Q4 2025. 867 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Sunbelt Securities held 19,722 shares of iShares Core S&P US Growth ETF worth $3.06M as of Q1 2026.
  • Sunbelt Securities sold 3 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $494.
  • iShares Core S&P US Growth ETF made up 0.19% of Sunbelt Securities's portfolio in Q1 2026, its #94 holding.
  • Sunbelt Securities first reported a position in iShares Core S&P US Growth ETF in Q3 2019 and has held it in 18 quarters since.
  • Sunbelt Securities's iShares Core S&P US Growth ETF position peaked at $3.31M in Q4 2025.
  • 867 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.