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

UBS AM’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	$3.09M	Sell	16,405 -1,849	-10%	-$334K	﹤0.01%	1867
2026 Q1	$2.83M	Buy	18,254 +13,319	+270%	+$2.19M	﹤0.01%	1869
2025 Q4	$829K	Buy	+4,935	New	+$823K	﹤0.01%	2199
2019 Q4	–	Sell	-2,434	Closed	-$153K	–	2686
2019 Q3	$153K	Sell	2,434 -61	-2%	-$3.86K	﹤0.01%	2623
2019 Q2	$156K	Sell	2,495 -333	-12%	-$20.5K	﹤0.01%	2594
2019 Q1	$171K	Hold	2,828	–	–	﹤0.01%	2503
2018 Q4	$149K	Hold	2,828	–	–	﹤0.01%	2467
2018 Q3	$176K	Sell	2,828 -235	-8%	-$14.2K	﹤0.01%	2475
2018 Q2	$175K	Buy	+3,063	New	+$173K	﹤0.01%	2501

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

UBS AM's IUSG Position: Q2 2026 in Review

UBS AM reduced its iShares Core S&P US Growth ETF (IUSG) stake by 10% in Q2 2026, selling an estimated $334K and leaving 16,405 shares worth $3.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

UBS AM first reported a position in IUSG in Q2 2018 and has held it in 9 quarters since. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

UBS AM held 16,405 shares of iShares Core S&P US Growth ETF worth $3.09M as of Q2 2026.
UBS AM sold 1,849 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $334K.
iShares Core S&P US Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1867 holding.
UBS AM first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and has held it in 9 quarters since.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.