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TD Private Client Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TD Private Client Wealth’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 		$9.68M Buy
62,431
+5,884
+10% +$969K 0.2% 72
2025
Q4 		$9.5M Sell
56,547
-178
-0.3% -$29.7K 0.2% 74
2025
Q3 		$9.33M Buy
56,725
+1,251
+2% +$196K 0.21% 72
2025
Q2 		$8.34M Buy
55,474
+5,902
+12% +$800K 0.21% 76
2025
Q1 		$6.3M Buy
49,572
+9,424
+23% +$1.3M 0.17% 92
2024
Q4 		$5.59M Buy
40,148
+1,256
+3% +$172K 0.16% 98
2024
Q3 		$5.13M Buy
38,892
+133
+0.3% +$16.9K 0.15% 106
2024
Q2 		$4.94M Buy
38,759
+5,917
+18% +$706K 0.16% 100
2024
Q1 		$3.85M Buy
32,842
+4,570
+16% +$508K 0.13% 131
2023
Q4 		$2.94M Sell
28,272
-2,077
-7% -$205K 0.11% 159
2023
Q3 		$2.88M Buy
30,349
+2,319
+8% +$228K 0.12% 155
2023
Q2 		$2.74M Buy
28,030
+2,647
+10% +$243K 0.12% 174
2023
Q1 		$2.25M Sell
25,383
-279
-1% -$23.8K 0.1% 203
2022
Q4 		$2.09M Buy
25,662
+3,848
+18% +$322K 0.1% 207
2022
Q3 		$1.75M Buy
21,814
+673
+3% +$60.6K 0.09% 228
2022
Q2 		$1.77M Buy
21,141
+2,413
+13% +$221K 0.09% 226
2022
Q1 		$1.98M Buy
18,728
+3,783
+25% +$393K 0.08% 237
2021
Q4 		$1.73M Sell
14,945
-1,506
-9% -$168K 0.07% 263
2021
Q3 		$1.68M Sell
16,451
-591
-3% -$62.4K 0.07% 262
2021
Q2 		$1.72M Buy
17,042
+928
+6% +$89.4K 0.07% 260
2021
Q1 		$1.46M Sell
16,114
-1,275
-7% -$115K 0.07% 276
2020
Q4 		$1.54M Sell
17,389
-1,656
-9% -$139K 0.08% 251
2020
Q3 		$1.52M Sell
19,045
-1,070
-5% -$83.8K 0.09% 232
2020
Q2 		$1.45M Buy
20,115
+63
+0.3% +$4.19K 0.08% 228
2020
Q1 		$1.14M Sell
20,052
-1,158
-5% -$76.2K 0.08% 207
2019
Q4 		$1.43M Buy
+21,210
New +$1.37M 0.09% 217

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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 $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TD Private Client Wealth's IUSG Position: Q1 2026 in Review

TD Private Client Wealth increased its iShares Core S&P US Growth ETF (IUSG) stake by 10% in Q1 2026, buying an estimated $969K and bringing the position to 62,431 shares worth $9.68M. The position accounts for 0.2% of the portfolio, ranked #72.

TD Private Client Wealth first reported a position in IUSG in Q4 2019 and has held it in 26 quarters since. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • TD Private Client Wealth held 62,431 shares of iShares Core S&P US Growth ETF worth $9.68M as of Q1 2026.
  • TD Private Client Wealth bought 5,884 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $969K.
  • iShares Core S&P US Growth ETF made up 0.2% of TD Private Client Wealth's portfolio in Q1 2026, its #72 holding.
  • TD Private Client Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.