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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Townsend Asset Management's IUSG Position: Q1 2026 in Review

Townsend Asset Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q1 2026 at 7 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Townsend Asset Management first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.18K in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Townsend Asset Management held 7 shares of iShares Core S&P US Growth ETF worth $1.09K as of Q1 2026.
Townsend Asset Management left its iShares Core S&P US Growth ETF share count unchanged in Q1 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of Townsend Asset Management's portfolio in Q1 2026, its #184 holding.
Townsend Asset Management first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 10 quarters since.
Townsend Asset Management's iShares Core S&P US Growth ETF position peaked at $1.18K in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Townsend Asset Management's 13F filing for Q1 2026, filed 6 May 2026.