Waterloo Capital’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Waterloo Capital’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	$757K	Sell	4,023 -954	-19%	-$172K	0.04%	283
2026 Q1	$772K	Buy	4,977 +169	+4%	+$27.8K	0.05%	240
2025 Q4	$807K	Sell	4,808 -19	-0.4%	-$3.17K	0.06%	232
2025 Q3	$794K	Sell	4,827 -419	-8%	-$65.8K	0.06%	208
2025 Q2	$789K	Sell	5,246 -328	-6%	-$44.5K	0.06%	209
2025 Q1	$708K	Sell	5,574 -1,029	-16%	-$142K	0.07%	205
2024 Q4	$920K	Sell	6,603 -113	-2%	-$15.5K	0.1%	171
2024 Q3	$886K	Buy	6,716 +311	+5%	+$39.5K	0.1%	173
2024 Q2	$816K	Sell	6,405 -618	-9%	-$73.7K	0.1%	167
2024 Q1	$823K	Sell	7,023 -712	-9%	-$79.2K	0.11%	170
2023 Q4	$805K	Buy	+7,735	New	+$762K	0.13%	157

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

Waterloo Capital's IUSG Position: Q2 2026 in Review

Waterloo Capital reduced its iShares Core S&P US Growth ETF (IUSG) stake by 19% in Q2 2026, selling an estimated $172K and leaving 4,023 shares worth $757K. The position accounts for 0.04% of the portfolio, ranked #283.

Waterloo Capital first reported a position in IUSG in Q4 2023 and has held it in 11 quarters since. The position peaked at $920K in Q4 2024. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Waterloo Capital held 4,023 shares of iShares Core S&P US Growth ETF worth $757K as of Q2 2026.
Waterloo Capital sold 954 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $172K.
iShares Core S&P US Growth ETF made up 0.04% of Waterloo Capital's portfolio in Q2 2026, its #283 holding.
Waterloo Capital first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 11 quarters since.
Waterloo Capital's iShares Core S&P US Growth ETF position peaked at $920K in Q4 2024.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.