Waldron Private Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Waldron Private Wealth’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	$26.8M	Sell	142,383 -18,475	-11%	-$3.34M	0.93%	19
2026 Q1	$25M	Sell	160,858 -3,562	-2%	-$586K	0.97%	18
2025 Q4	$27.6M	Sell	164,420 -2,244	-1%	-$374K	1.09%	17
2025 Q3	$27.4M	Sell	166,664 -14,854	-8%	-$2.33M	1.11%	16
2025 Q2	$27.3M	Buy	+181,518	New	+$24.6M	1.19%	15

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

Waldron Private Wealth's IUSG Position: Q2 2026 in Review

Waldron Private Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 11% in Q2 2026, selling an estimated $3.34M and leaving 142,383 shares worth $26.8M. The position accounts for 0.93% of the portfolio, ranked #19.

Waldron Private Wealth first reported a position in IUSG in Q2 2025 and has held it in 5 quarters since. The position peaked at $27.6M in Q4 2025. 931 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Waldron Private Wealth held 142,383 shares of iShares Core S&P US Growth ETF worth $26.8M as of Q2 2026.
Waldron Private Wealth sold 18,475 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $3.34M.
iShares Core S&P US Growth ETF made up 0.93% of Waldron Private Wealth's portfolio in Q2 2026, its #19 holding.
Waldron Private Wealth first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 5 quarters since.
Waldron Private Wealth's iShares Core S&P US Growth ETF position peaked at $27.6M in Q4 2025.
931 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.