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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
Q2 		$2.83M Sell
15,069
-237
-2% -$42.8K 0.63% 41
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Watchman Group's IUSG Position: Q2 2026 in Review

Watchman Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.5% in Q2 2026, selling an estimated $42.8K and leaving 15,069 shares worth $2.83M. The position accounts for 0.63% of the portfolio, ranked #41.

Watchman Group first reported a position in IUSG in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.02M in Q3 2024. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Watchman Group held 15,069 shares of iShares Core S&P US Growth ETF worth $2.83M as of Q2 2026.
  • Watchman Group sold 237 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $42.8K.
  • iShares Core S&P US Growth ETF made up 0.63% of Watchman Group's portfolio in Q2 2026, its #41 holding.
  • Watchman Group first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Watchman Group's iShares Core S&P US Growth ETF position peaked at $4.02M in Q3 2024.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.