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 Q2	$61.9M	Sell	329,315 -1,686	-0.5%	-$305K	6.83%	2
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	$33M	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 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 22.9% 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 $104B AUM 28.3% 1-Year Est. Return

Tennessee Valley Asset Management Partners's IUSG Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.51% in Q2 2026, selling an estimated $305K and leaving 329,315 shares worth $61.9M. The position accounts for 6.83% of the portfolio, ranked #2.

Tennessee Valley Asset Management Partners first reported a position in IUSG in Q4 2018 and has held it in 30 quarters since. The position peaked at $79.1M in Q4 2023. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Tennessee Valley Asset Management Partners held 329,315 shares of iShares Core S&P US Growth ETF worth $61.9M as of Q2 2026.
Tennessee Valley Asset Management Partners sold 1,686 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $305K.
iShares Core S&P US Growth ETF made up 6.83% of Tennessee Valley Asset Management Partners's portfolio in Q2 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 30 quarters since.
Tennessee Valley Asset Management Partners's iShares Core S&P US Growth ETF position peaked at $79.1M in Q4 2023.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.