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 Q2	$1.18M	Sell	6,287 -2,993	-32%	-$541K	0.08%	151
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 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

Van Hulzen Asset Management's IUSG Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 32% in Q2 2026, selling an estimated $541K and leaving 6,287 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #151.

Van Hulzen Asset Management first reported a position in IUSG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.6M in Q4 2025. 932 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Van Hulzen Asset Management held 6,287 shares of iShares Core S&P US Growth ETF worth $1.18M as of Q2 2026.
Van Hulzen Asset Management sold 2,993 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $541K.
iShares Core S&P US Growth ETF made up 0.08% of Van Hulzen Asset Management's portfolio in Q2 2026, its #151 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 20 quarters since.
Van Hulzen Asset Management's iShares Core S&P US Growth ETF position peaked at $1.6M in Q4 2025.
932 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.