TIAA Trust, National Association
IUSG icon

TIAA Trust, National Association’s iShares Core S&P US Growth ETF IUSG Stock Holding History

TIAA Trust, National Association’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 		– Sell
-29,858
Closed -$5.01M – 535
2025
Q4 		$5.01M Sell
29,858
-105
-0.4% -$17.5K 0.01% 234
2025
Q3 		$4.93M Buy
29,963
+770
+3% +$121K 0.01% 233
2025
Q2 		$4.39M Sell
29,193
-125
-0.4% -$16.9K 0.01% 233
2025
Q1 		$3.73M Buy
29,318
+227
+0.8% +$31.4K 0.01% 239
2024
Q4 		$4.05M Sell
29,091
-514
-2% -$70.5K 0.01% 234
2024
Q3 		$3.91M Buy
29,605
+369
+1% +$46.9K 0.01% 243
2024
Q2 		$3.73M Sell
29,236
-278
-0.9% -$33.2K 0.01% 231
2024
Q1 		$3.46M Sell
29,514
-143
-0.5% -$15.9K 0.01% 235
2023
Q4 		$3.09M Sell
29,657
-727
-2% -$71.6K 0.01% 236
2023
Q3 		$2.88M Buy
+30,384
New +$2.98M 0.01% 236

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA Trust, National Association's IUSG Position: Q1 2026 in Review

TIAA Trust, National Association sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2026, closing a stake of 29,858 shares — an estimated $5.01M sold.

TIAA Trust, National Association first reported a position in IUSG in Q3 2023 and held it in 10 quarters. The position peaked at $5.01M in Q4 2025. 865 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • TIAA Trust, National Association reported no remaining iShares Core S&P US Growth ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 29,858 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $5.01M.
  • TIAA Trust, National Association first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's iShares Core S&P US Growth ETF position peaked at $5.01M in Q4 2025.
  • 865 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.