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

Unified 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	$263K	Hold	1,400	–	–	0.24%	117
2026 Q1	$217K	Hold	1,400	–	–	0.22%	127
2025 Q4	$235K	Sell	1,400 -240	-15%	-$40K	0.24%	117
2025 Q3	$270K	Hold	1,640	–	–	0.27%	107
2025 Q2	$247K	Hold	1,640	–	–	0.26%	106
2025 Q1	$208K	Hold	1,640	–	–	0.25%	110
2024 Q4	$229K	Buy	+1,640	New	+$225K	0.26%	98

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

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

Unified Investment Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 1,400 shares worth $263K. The position accounts for 0.24% of the portfolio, ranked #117.

Unified Investment Management first reported a position in IUSG in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q3 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Unified Investment Management held 1,400 shares of iShares Core S&P US Growth ETF worth $263K as of Q2 2026.
Unified 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 0.24% of Unified Investment Management's portfolio in Q2 2026, its #117 holding.
Unified Investment Management first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 7 quarters since.
Unified Investment Management's iShares Core S&P US Growth ETF position peaked at $270K in Q3 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.