Tortoise Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Tortoise Investment Management’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	$270K	Hold	1,438	–	–	0.02%	219
2026 Q1	$223K	Hold	1,438	–	–	0.02%	225
2025 Q4	$241K	Hold	1,438	–	–	0.02%	214
2025 Q3	$237K	Hold	1,438	–	–	0.02%	214
2025 Q2	$216K	Hold	1,438	–	–	0.02%	214
2025 Q1	$183K	Hold	1,438	–	–	0.02%	224
2024 Q4	$200K	Hold	1,438	–	–	0.02%	218
2024 Q3	$190K	Hold	1,438	–	–	0.02%	233
2024 Q2	$183K	Hold	1,438	–	–	0.02%	222
2024 Q1	$169K	Buy	1,438 +767	+114%	+$85.3K	0.02%	240
2023 Q4	$69.9K	Hold	671	–	–	0.01%	317
2023 Q3	$63.6K	Hold	671	–	–	0.01%	317
2023 Q2	$65.5K	Sell	671 -26	-4%	-$2.38K	0.01%	323
2023 Q1	$61.9K	Buy	697 +26	+4%	+$2.21K	0.01%	313
2022 Q4	$54.7K	Buy	+671	New	+$56.1K	0.01%	320

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 22.96% 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 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 $103B AUM 28.65% 1-Year Est. Return

Tortoise Investment Management's IUSG Position: Q2 2026 in Review

Tortoise Investment Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,438 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #219.

Tortoise Investment Management first reported a position in IUSG in Q4 2022 and has held it in 15 quarters since. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Tortoise Investment Management held 1,438 shares of iShares Core S&P US Growth ETF worth $270K as of Q2 2026.
Tortoise Investment Management left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #219 holding.
Tortoise Investment Management first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 15 quarters since.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.