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

Westwood Holdings 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 		$5.97M Buy
38,498
+634
+2% +$104K 0.04% 266
2025
Q4 		$6.36M Sell
37,864
-76
-0.2% -$12.7K 0.05% 260
2025
Q3 		$6.24M Sell
37,940
-481
-1% -$75.5K 0.04% 268
2025
Q2 		$5.78M Sell
38,421
-756
-2% -$102K 0.04% 262
2025
Q1 		$4.98M Sell
39,177
-3,857
-9% -$533K 0.04% 260
2024
Q4 		$6M Sell
43,034
-127
-0.3% -$17.4K 0.05% 254
2024
Q3 		$5.69M Sell
43,161
-714
-2% -$90.8K 0.02% 292
2024
Q2 		$5.59M Sell
43,875
-8,664
-16% -$1.03M 0.03% 285
2024
Q1 		$6.16M Sell
52,539
-339
-0.6% -$37.7K 0.05% 250
2023
Q4 		$5.5M Sell
52,878
-5,761
-10% -$567K 0.05% 250
2023
Q3 		$5.56M Sell
58,639
-7,228
-11% -$709K 0.05% 239
2023
Q2 		$6.43M Sell
65,867
-32
-0% -$2.94K 0.06% 231
2023
Q1 		$5.85M Sell
65,899
-11,725
-15% -$998K 0.05% 241
2022
Q4 		$6.33M Sell
77,624
-19,743
-20% -$1.65M 0.06% 227
2022
Q3 		$7.81M Sell
97,367
-5,077
-5% -$457K 0.09% 190
2022
Q2 		$8.57M Buy
102,444
+124
+0.1% +$11.4K 0.09% 199
2022
Q1 		$10.8M Buy
102,320
+5,325
+5% +$553K 0.1% 192
2021
Q4 		$11.2M Sell
96,995
-7,985
-8% -$890K 0.1% 192
2021
Q3 		$10.8M Sell
104,980
-19,420
-16% -$2.05M 0.12% 187
2021
Q2 		$12.6M Sell
124,400
-15,325
-11% -$1.48M 0.13% 185
2021
Q1 		$12.7M Sell
139,725
-12,529
-8% -$1.13M 0.13% 194
2020
Q4 		$13.5M Sell
152,254
-1,886
-1% -$159K 0.16% 172
2020
Q3 		$12.3M Sell
154,140
-11,065
-7% -$867K 0.16% 189
2020
Q2 		$11.9M Sell
165,205
-23,398
-12% -$1.55M 0.16% 183
2020
Q1 		$10.8M Sell
188,603
-37,640
-17% -$2.48M 0.16% 176
2019
Q4 		$15.3M Buy
226,243
+7,931
+4% +$514K 0.16% 184
2019
Q3 		$13.7M Sell
218,312
-25,344
-10% -$1.6M 0.15% 191
2019
Q2 		$15.3M Sell
243,656
-16,706
-6% -$1.03M 0.17% 179
2019
Q1 		$15.7M Sell
260,362
-58,192
-18% -$3.34M 0.16% 170
2018
Q4 		$16.8M Buy
318,554
+49,376
+18% +$2.8M 0.19% 145
2018
Q3 		$16.7M Sell
269,178
-85,839
-24% -$5.18M 0.15% 160
2018
Q2 		$20.3M Sell
355,017
-106,921
-23% -$6.04M 0.17% 159
2018
Q1 		$25.2M Sell
461,938
-9,304
-2% -$522K 0.2% 152
2017
Q4 		$25.3M Buy
471,242
+209,577
+80% +$11M 0.19% 147
2017
Q3 		$13.2M Buy
261,665
+104,339
+66% +$5.17M 0.1% 175
2017
Q2 		$7.58M Buy
+157,326
New +$7.51M 0.06% 216

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westwood Holdings Group's IUSG Position: Q1 2026 in Review

Westwood Holdings Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.7% in Q1 2026, buying an estimated $104K and bringing the position to 38,498 shares worth $5.97M. The position accounts for 0.04% of the portfolio, ranked #266.

Westwood Holdings Group first reported a position in IUSG in Q2 2017 and has held it in 36 quarters since. The position peaked at $25.3M in Q4 2017. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

  • Westwood Holdings Group held 38,498 shares of iShares Core S&P US Growth ETF worth $5.97M as of Q1 2026.
  • Westwood Holdings Group bought 634 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $104K.
  • iShares Core S&P US Growth ETF made up 0.04% of Westwood Holdings Group's portfolio in Q1 2026, its #266 holding.
  • Westwood Holdings Group first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and has held it in 36 quarters since.
  • Westwood Holdings Group's iShares Core S&P US Growth ETF position peaked at $25.3M in Q4 2017.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.