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

Townsend Asset 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	$1.32K	Hold	7	–	–	﹤0.01%	192
2026 Q1	$1.09K	Hold	7	–	–	﹤0.01%	184
2025 Q4	$1.18K	Hold	7	–	–	﹤0.01%	169
2025 Q3	$1.15K	Hold	7	–	–	﹤0.01%	163
2025 Q2	$1.05K	Hold	7	–	–	﹤0.01%	173
2025 Q1	$890	Hold	7	–	–	﹤0.01%	172
2024 Q4	$975	Hold	7	–	–	﹤0.01%	181
2024 Q3	$923	Hold	7	–	–	﹤0.01%	191
2024 Q2	$892	Hold	7	–	–	﹤0.01%	191
2024 Q1	$820	Hold	7	–	–	﹤0.01%	191
2023 Q4	$729	Buy	+7	New	+$690	﹤0.01%	186

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 $104B AUM 28.3% 1-Year Est. Return

Townsend Asset Management's IUSG Position: Q2 2026 in Review

Townsend Asset Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 7 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Townsend Asset Management first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Townsend Asset Management held 7 shares of iShares Core S&P US Growth ETF worth $1.32K as of Q2 2026.
Townsend Asset 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 ﹤0.01% of Townsend Asset Management's portfolio in Q2 2026, its #192 holding.
Townsend Asset Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.