TD Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TD Capital Management’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	$27.2K	Buy	145 +1	+0.7%	+$181	﹤0.01%	313
2026 Q1	$22.4K	Hold	144	–	–	﹤0.01%	349
2025 Q4	$24.2K	Hold	144	–	–	﹤0.01%	327
2025 Q3	$23.7K	Hold	144	–	–	﹤0.01%	304
2025 Q2	$21.6K	Hold	144	–	–	﹤0.01%	303
2025 Q1	$18.2K	Buy	144 +1	+0.7%	+$138	﹤0.01%	261
2024 Q4	$20K	Hold	143	–	–	﹤0.01%	241
2024 Q3	$18.9K	Hold	143	–	–	﹤0.01%	252
2024 Q2	$18.2K	Hold	143	–	–	﹤0.01%	246
2024 Q1	$16.7K	Buy	143 +1	+0.7%	+$111	﹤0.01%	253
2023 Q4	$14.8K	Hold	142	–	–	﹤0.01%	259
2023 Q3	$13.4K	Hold	142	–	–	﹤0.01%	259
2023 Q2	$13.8K	Buy	142 +1	+0.7%	+$92	﹤0.01%	257
2023 Q1	$12.5K	Hold	141	–	–	﹤0.01%	258
2022 Q4	$11.5K	Buy	141 +1	+0.7%	+$84	﹤0.01%	243
2022 Q3	$11K	Buy	+140	New	+$12.6K	﹤0.01%	233
2022 Q1	–	Sell	-139	Closed	-$16K	–	224
2021 Q4	$16K	Hold	139	–	–	﹤0.01%	238
2021 Q3	$14K	Hold	139	–	–	﹤0.01%	235
2021 Q2	$14K	Hold	139	–	–	﹤0.01%	224
2021 Q1	$13K	Buy	139 +1	+0.7%	+$90	﹤0.01%	213
2020 Q4	$12K	Hold	138	–	–	﹤0.01%	195
2020 Q3	$11K	Hold	138	–	–	﹤0.01%	178
2020 Q2	$10K	Buy	138 +1	+0.7%	+$66	﹤0.01%	165
2020 Q1	$8K	Hold	137	–	–	﹤0.01%	166
2019 Q4	$9K	Buy	137 +1	+0.7%	+$65	﹤0.01%	179
2019 Q3	$9K	Buy	136 +1	+0.7%	+$63	﹤0.01%	178
2019 Q2	$8K	Hold	135	–	–	﹤0.01%	176
2019 Q1	$8K	Buy	135 +1	+0.7%	+$57	﹤0.01%	144
2018 Q4	$7K	Buy	+134	New	+$7.6K	﹤0.01%	151

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

TD Capital Management's IUSG Position: Q2 2026 in Review

TD Capital Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.69% in Q2 2026, buying an estimated $181 and bringing the position to 145 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

TD Capital Management first reported a position in IUSG in Q4 2018 and has held it in 29 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

TD Capital Management held 145 shares of iShares Core S&P US Growth ETF worth $27.2K as of Q2 2026.
TD Capital Management bought 1 iShares Core S&P US Growth ETF share in Q2 2026, an estimated $181.
iShares Core S&P US Growth ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #313 holding.
TD Capital Management first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 29 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.