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Tidemark’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Tidemark’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 		$339K Sell
1,802
-124
-6% -$22.4K 0.08% 108
2026
Q1 		$299K Buy
+1,926
New +$317K 0.08% 114
2025
Q2 		– Sell
-53
Closed -$6.74K – 731
2025
Q1 		$6.74K Sell
53
-175
-77% -$24.2K ﹤0.01% 477
2024
Q4 		$31.8K Buy
228
+1
+0.4% +$137 0.01% 292
2024
Q3 		$30K Hold
227
– – 0.01% 294
2024
Q2 		$28.9K Sell
227
-363
-62% -$43.3K 0.01% 280
2024
Q1 		$69.1K Buy
590
+269
+84% +$29.9K 0.04% 202
2023
Q4 		$33.5K Buy
+321
New +$31.6K 0.02% 272

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Tidemark's IUSG Position: Q2 2026 in Review

Tidemark reduced its iShares Core S&P US Growth ETF (IUSG) stake by 6.4% in Q2 2026, selling an estimated $22.4K and leaving 1,802 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #108.

Tidemark first reported a position in IUSG in Q4 2023 and has held it in 8 quarters since. 928 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Tidemark held 1,802 shares of iShares Core S&P US Growth ETF worth $339K as of Q2 2026.
  • Tidemark sold 124 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $22.4K.
  • iShares Core S&P US Growth ETF made up 0.08% of Tidemark's portfolio in Q2 2026, its #108 holding.
  • Tidemark first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • 928 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.