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Tennessee Valley Asset Management Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Tennessee Valley Asset Management Partners’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 		$51.3M Sell
331,001
-22,246
-6% -$3.66M 6.78% 2
2025
Q4 		$59.3M Buy
353,247
+9,738
+3% +$1.62M 7.69% 2
2025
Q3 		$56.5M Buy
+343,509
New +$54M 7.67% 2
2025
Q2 		– Sell
-370,389
Closed -$47.1M – 120
2025
Q1 		$47.1M Sell
370,389
-21,950
-6% -$3.04M 7.68% 2
2024
Q4 		$54.7M Sell
392,339
-17,335
-4% -$2.38M 9.15% 2
2024
Q3 		$54M Buy
409,674
+9,800
+2% +$1.25M 8.94% 2
2024
Q2 		$51M Buy
399,874
+12,861
+3% +$1.53M 9.56% 2
2024
Q1 		$45.4M Sell
387,013
-372,717
-49% -$41.5M 10.97% 2
2023
Q4 		$79.1M Buy
759,730
+382,477
+101% +$37.7M 10.79% 2
2023
Q3 		$35.8M Buy
377,253
+2,780
+0.7% +$273K 11.76% 2
2023
Q2 		$36.6M Buy
374,473
+14,728
+4% +$1.35M 11.75% 2
2023
Q1 		$31.9M Sell
359,745
-109,047
-23% -$9.29M 10.41% 2
2022
Q4 		$38.2M Buy
468,792
+61,536
+15% +$5.14M 13.26% 2
2022
Q3 		$32.7M Buy
407,256
+30,196
+8% +$2.72M 12.81% 2
2022
Q2 		$31.6M Buy
377,060
+13,014
+4% +$1.19M 12.13% 3
2022
Q1 		$38.5M Buy
364,046
+13,413
+4% +$1.39M 13.02% 3
2021
Q4 		$40.5M Buy
350,633
+19,112
+6% +$2.13M 13.54% 2
2021
Q3 		$34M Buy
331,521
+1,650
+0.5% +$174K 12.9% 3
2021
Q2 		$33K Sell
329,871
-338,196
-51% -$32.6M 15.64% 1
2021
Q1 		$60.7M Sell
668,067
-54,136
-7% -$4.88M 15.37% 1
2020
Q4 		$64.1M Buy
722,203
+381,729
+112% +$32.1M 15.46% 1
2020
Q3 		$27.2M Sell
340,474
-22,732
-6% -$1.78M 16.02% 1
2020
Q2 		$26.1M Sell
363,206
-25,271
-7% -$1.68M 17.02% 1
2020
Q1 		$22.2M Buy
388,477
+7,133
+2% +$469K 16.66% 1
2019
Q4 		$25.8M Buy
381,344
+35,697
+10% +$2.31M 16.32% 1
2019
Q3 		$21.7M Buy
345,647
+25,404
+8% +$1.61M 15.81% 2
2019
Q2 		$20.1M Buy
320,243
+25,601
+9% +$1.58M 15.18% 1
2019
Q1 		$17.8M Buy
294,642
+53,037
+22% +$3.04M 15.34% 1
2018
Q4 		$12.7M Buy
+241,605
New +$13.7M 14.56% 1

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 $9.54B AUM 19.86% 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

Tennessee Valley Asset Management Partners's IUSG Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 6.3% in Q1 2026, selling an estimated $3.66M and leaving 331,001 shares worth $51.3M. The position accounts for 6.78% of the portfolio, ranked #2.

Tennessee Valley Asset Management Partners first reported a position in IUSG in Q4 2018 and has held it in 29 quarters since. The position peaked at $79.1M in Q4 2023. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 331,001 shares of iShares Core S&P US Growth ETF worth $51.3M as of Q1 2026.
  • Tennessee Valley Asset Management Partners sold 22,246 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $3.66M.
  • iShares Core S&P US Growth ETF made up 6.78% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #2 holding.
  • Tennessee Valley Asset Management Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Tennessee Valley Asset Management Partners's iShares Core S&P US Growth ETF position peaked at $79.1M in Q4 2023.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.