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

Vident Advisory’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	$7.9M	Sell	41,982 -78	-0.2%	-$14.1K	0.06%	277
2026 Q1	$6.52M	Buy	42,060 +6,360	+18%	+$1.05M	0.06%	283
2025 Q4	$6M	Sell	35,700 -1,636	-4%	-$273K	0.05%	286
2025 Q3	$6.14M	Buy	37,336 +1,514	+4%	+$238K	0.06%	264
2025 Q2	$5.39M	Buy	35,822 +1,762	+5%	+$239K	0.06%	260
2025 Q1	$4.33M	Buy	34,060 +2,351	+7%	+$325K	0.06%	267
2024 Q4	$4.42M	Sell	31,709 -987	-3%	-$135K	0.08%	231
2024 Q3	$4.31M	Buy	32,696 +9	+0%	+$1.15K	0.11%	177
2024 Q2	$4.17M	Buy	32,687 +7,418	+29%	+$885K	0.12%	174
2024 Q1	$2.96M	Buy	25,269 +4,056	+19%	+$451K	0.06%	295
2023 Q4	$2.21M	Buy	21,213 +15,758	+289%	+$1.55M	0.06%	356
2023 Q3	$517K	Buy	+5,455	New	+$535K	0.02%	692

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 22.9% 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

Vident Advisory's IUSG Position: Q2 2026 in Review

Vident Advisory reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.19% in Q2 2026, selling an estimated $14.1K and leaving 41,982 shares worth $7.9M. The position accounts for 0.06% of the portfolio, ranked #277.

Vident Advisory first reported a position in IUSG in Q3 2023 and has held it in 12 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Vident Advisory held 41,982 shares of iShares Core S&P US Growth ETF worth $7.9M as of Q2 2026.
Vident Advisory sold 78 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $14.1K.
iShares Core S&P US Growth ETF made up 0.06% of Vident Advisory's portfolio in Q2 2026, its #277 holding.
Vident Advisory first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 12 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.