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

Van Hulzen 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 		$1.44M Sell
9,280
-220
-2% -$36.2K 0.11% 125
2025
Q4 		$1.6M Buy
9,500
+999
+12% +$167K 0.12% 119
2025
Q3 		$1.4M Buy
8,501
+73
+0.9% +$11.5K 0.1% 132
2025
Q2 		$1.27M Buy
8,428
+98
+1% +$13.3K 0.11% 131
2025
Q1 		$1.06M Buy
8,330
+1,371
+20% +$190K 0.1% 147
2024
Q4 		$970K Sell
6,959
-145
-2% -$19.9K 0.07% 166
2024
Q3 		$937K Buy
7,104
+39
+0.6% +$4.96K 0.07% 165
2024
Q2 		$901K Sell
7,065
-24
-0.3% -$2.86K 0.06% 164
2024
Q1 		$831K Buy
7,089
+533
+8% +$59.3K 0.05% 183
2023
Q4 		$682K Sell
6,556
-69
-1% -$6.8K 0.05% 201
2023
Q3 		$628K Buy
6,625
+103
+2% +$10.1K 0.05% 191
2023
Q2 		$637K Sell
6,522
-235
-3% -$21.6K 0.05% 159
2023
Q1 		$600K Buy
6,757
+524
+8% +$44.6K 0.06% 159
2022
Q4 		$508K Buy
6,233
+851
+16% +$71.1K 0.06% 174
2022
Q3 		$432K Buy
5,382
+9
+0.2% +$810 0.05% 180
2022
Q2 		$450K Buy
5,373
+721
+15% +$66.1K 0.05% 177
2022
Q1 		$492K Buy
4,652
+745
+19% +$77.4K 0.05% 172
2021
Q4 		$452K Buy
3,907
+66
+2% +$7.36K 0.05% 187
2021
Q3 		$393K Buy
+3,841
New +$406K 0.06% 182

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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 $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Van Hulzen Asset Management's IUSG Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.3% in Q1 2026, selling an estimated $36.2K and leaving 9,280 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #125.

Van Hulzen Asset Management first reported a position in IUSG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Van Hulzen Asset Management held 9,280 shares of iShares Core S&P US Growth ETF worth $1.44M as of Q1 2026.
  • Van Hulzen Asset Management sold 220 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $36.2K.
  • iShares Core S&P US Growth ETF made up 0.11% of Van Hulzen Asset Management's portfolio in Q1 2026, its #125 holding.
  • Van Hulzen Asset Management first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Van Hulzen Asset Management's iShares Core S&P US Growth ETF position peaked at $1.6M in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.