Vestmark Advisory Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Vestmark Advisory Solutions’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	$2.9M	Sell	15,436 -16,550	-52%	-$2.99M	0.03%	561
2026 Q1	$4.96M	Buy	31,986 +29,381	+1,128%	+$4.84M	0.06%	355
2025 Q4	$437K	Buy	+2,605	New	+$435K	0.01%	1024
2023 Q1	–	Sell	-5,370	Closed	-$438K	–	884
2022 Q4	$438K	Buy	+5,370	New	+$449K	0.02%	588
2022 Q2	–	Sell	-1,905	Closed	-$201K	–	893
2022 Q1	$201K	Sell	1,905 -3,189	-63%	-$331K	0.01%	842
2021 Q4	$589K	Buy	+5,094	New	+$568K	0.03%	494
2021 Q1	–	Sell	-2,992	Closed	-$265K	–	732
2020 Q4	$265K	Buy	+2,992	New	+$252K	0.03%	507

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

Vestmark Advisory Solutions's IUSG Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its iShares Core S&P US Growth ETF (IUSG) stake by 52% in Q2 2026, selling an estimated $2.99M and leaving 15,436 shares worth $2.9M. The position accounts for 0.03% of the portfolio, ranked #561.

Vestmark Advisory Solutions first reported a position in IUSG in Q4 2020 and has held it in 7 quarters since. The position peaked at $4.96M in Q1 2026. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Vestmark Advisory Solutions held 15,436 shares of iShares Core S&P US Growth ETF worth $2.9M as of Q2 2026.
Vestmark Advisory Solutions sold 16,550 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $2.99M.
iShares Core S&P US Growth ETF made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #561 holding.
Vestmark Advisory Solutions first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and has held it in 7 quarters since.
Vestmark Advisory Solutions's iShares Core S&P US Growth ETF position peaked at $4.96M in Q1 2026.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.