Verus Capital Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Verus Capital Partners’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	$959K	Sell	6,183 -114	-2%	-$18.8K	0.07%	176
2025 Q4	$1.06M	Buy	6,297 +286	+5%	+$47.7K	0.07%	164
2025 Q3	$989K	Buy	6,011 +136	+2%	+$21.4K	0.08%	152
2025 Q2	$884K	Sell	5,875 -1,097	-16%	-$149K	0.08%	148
2025 Q1	$886K	Buy	6,972 +1,140	+20%	+$158K	0.09%	144
2024 Q4	$813K	Buy	5,832 +167	+3%	+$22.9K	0.08%	151
2024 Q3	$747K	Buy	5,665 +418	+8%	+$53.2K	0.07%	153
2024 Q2	$669K	Buy	5,247 +245	+5%	+$29.2K	0.07%	157
2024 Q1	$586K	Buy	5,002 +2,880	+136%	+$320K	0.06%	176
2023 Q4	$221K	Sell	2,122 -428	-17%	-$42.2K	0.03%	289
2023 Q3	$242K	Buy	+2,550	New	+$250K	0.03%	251
2020 Q1	$11K	Hold	190	–	–	﹤0.01%	972
2019 Q4	$13K	Buy	+190	New	+$12.3K	﹤0.01%	1039

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 $9.54B AUM 19.86% 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

Verus Capital Partners's IUSG Position: Q1 2026 in Review

Verus Capital Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.8% in Q1 2026, selling an estimated $18.8K and leaving 6,183 shares worth $959K. The position accounts for 0.07% of the portfolio, ranked #176.

Verus Capital Partners first reported a position in IUSG in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.06M in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Verus Capital Partners held 6,183 shares of iShares Core S&P US Growth ETF worth $959K as of Q1 2026.
Verus Capital Partners sold 114 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $18.8K.
iShares Core S&P US Growth ETF made up 0.07% of Verus Capital Partners's portfolio in Q1 2026, its #176 holding.
Verus Capital Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 13 quarters since.
Verus Capital Partners's iShares Core S&P US Growth ETF position peaked at $1.06M in Q4 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.