Sweeney & Michel’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sweeney & Michel’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	$1.56M	Buy	9,348 +11	+0.1%	+$1.81K	0.46%	41
2025 Q4	$1.56M	Buy	9,337 +15	+0.2%	+$2.5K	0.46%	41
2025 Q3	$1.5M	Buy	9,322 +14	+0.2%	+$2.2K	0.51%	36
2025 Q2	$1.41M	Buy	9,308 +63	+0.7%	+$8.54K	0.5%	37
2025 Q1	$1.05M	Buy	+9,245	New	+$1.28M	0.46%	38
2024 Q3	$1.43M	Buy	10,660 +21	+0.2%	+$2.67K	0.56%	34
2024 Q2	$1.41M	Buy	10,639 +12	+0.1%	+$1.43K	0.6%	29
2024 Q1	$1.26M	Buy	+10,627	New	+$1.18M	0.56%	33
2023 Q3	$565K	Buy	5,830 +22	+0.4%	+$2.16K	0.3%	58
2023 Q2	$571K	Sell	5,808 -28	-0.5%	-$2.57K	0.29%	57
2023 Q1	$549K	Buy	+5,836	New	+$497K	0.29%	56

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

Sweeney & Michel's IUSG Position: Q1 2026 in Review

Sweeney & Michel increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.12% in Q1 2026, buying an estimated $1.81K and bringing the position to 9,348 shares worth $1.56M. The position accounts for 0.46% of the portfolio, ranked #41.

Sweeney & Michel first reported a position in IUSG in Q1 2023 and has held it in 11 quarters since. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Sweeney & Michel held 9,348 shares of iShares Core S&P US Growth ETF worth $1.56M as of Q1 2026.
Sweeney & Michel bought 11 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $1.81K.
iShares Core S&P US Growth ETF made up 0.46% of Sweeney & Michel's portfolio in Q1 2026, its #41 holding.
Sweeney & Michel first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 11 quarters since.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.