TCTC Holdings’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TCTC Holdings’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	$1.07M	Hold	5,699	–	–	0.03%	133
2026 Q1	$884K	Sell	5,699 -615	-10%	-$101K	0.03%	140
2025 Q4	$1.06M	Hold	6,314	–	–	0.03%	133
2025 Q3	$1.04M	Hold	6,314	–	–	0.03%	132
2025 Q2	$950K	Sell	6,314 -3,201	-34%	-$434K	0.03%	132
2025 Q1	$1.21M	Sell	9,515 -1,535	-14%	-$212K	0.04%	124
2024 Q4	$1.54M	Hold	11,050	–	–	0.06%	110
2024 Q3	$1.46M	Buy	11,050 +5,351	+94%	+$680K	0.05%	115
2024 Q2	$727K	Hold	5,699	–	–	0.03%	139
2024 Q1	$668K	Hold	5,699	–	–	0.02%	134
2023 Q4	$593K	Hold	5,699	–	–	0.02%	134
2023 Q3	$540K	Hold	5,699	–	–	0.02%	133
2023 Q2	$556K	Hold	5,699	–	–	0.02%	138
2023 Q1	$506K	Hold	5,699	–	–	0.02%	138
2022 Q4	$465K	Hold	5,699	–	–	0.02%	137
2022 Q3	$457K	Hold	5,699	–	–	0.02%	133
2022 Q2	$477K	Hold	5,699	–	–	0.02%	133
2022 Q1	$602K	Hold	5,699	–	–	0.02%	134
2021 Q4	$659K	Buy	+5,699	New	+$635K	0.03%	131

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 $103B AUM 28.65% 1-Year Est. Return

TCTC Holdings's IUSG Position: Q2 2026 in Review

TCTC Holdings held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 5,699 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #133.

TCTC Holdings first reported a position in IUSG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q4 2024. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

TCTC Holdings held 5,699 shares of iShares Core S&P US Growth ETF worth $1.07M as of Q2 2026.
TCTC Holdings left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.03% of TCTC Holdings's portfolio in Q2 2026, its #133 holding.
TCTC Holdings first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 19 quarters since.
TCTC Holdings's iShares Core S&P US Growth ETF position peaked at $1.54M in Q4 2024.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on TCTC Holdings's 13F filing for Q2 2026, filed 11 Aug 2026.