Watchman Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Watchman Group’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	$2.37M	Sell	15,306 -73	-0.5%	-$12K	0.57%	45
2025 Q4	$2.58M	Sell	15,379 -896	-6%	-$149K	0.62%	44
2025 Q3	$2.68M	Sell	16,275 -334	-2%	-$52.5K	0.65%	45
2025 Q2	$2.5M	Sell	16,609 -435	-3%	-$59K	0.65%	42
2025 Q1	$2.17M	Sell	17,044 -8,546	-33%	-$1.18M	0.61%	46
2024 Q4	$3.57M	Sell	25,590 -4,891	-16%	-$671K	0.94%	39
2024 Q3	$4.02M	Buy	30,481 +523	+2%	+$66.5K	1.05%	35
2024 Q2	$3.82M	Sell	29,958 -1,684	-5%	-$201K	1.22%	32
2024 Q1	$3.71M	Buy	31,642 +1,445	+5%	+$161K	1.12%	35
2023 Q4	$3.14M	Buy	30,197 +1,204	+4%	+$119K	1.04%	42
2023 Q3	$2.75M	Buy	+28,993	New	+$2.84M	1.17%	37

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

Watchman Group's IUSG Position: Q1 2026 in Review

Watchman Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.47% in Q1 2026, selling an estimated $12K and leaving 15,306 shares worth $2.37M. The position accounts for 0.57% of the portfolio, ranked #45.

Watchman Group first reported a position in IUSG in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.02M in Q3 2024. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Watchman Group held 15,306 shares of iShares Core S&P US Growth ETF worth $2.37M as of Q1 2026.
Watchman Group sold 73 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $12K.
iShares Core S&P US Growth ETF made up 0.57% of Watchman Group's portfolio in Q1 2026, its #45 holding.
Watchman Group first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 11 quarters since.
Watchman Group's iShares Core S&P US Growth ETF position peaked at $4.02M in Q3 2024.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Watchman Group's 13F filing for Q1 2026, filed 20 Apr 2026.