WhitTier Trust Company’s iShares Core S&P US Growth ETF IUSG Stock Holding History

WhitTier Trust Company’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	$139K	Hold	749	–	–	﹤0.01%	559
2026 Q1	$118K	Buy	749 +1	+0.1%	+$165	﹤0.01%	572
2025 Q4	$127K	Hold	748	–	–	﹤0.01%	552
2025 Q3	$124K	Sell	748 -21	-3%	-$3.3K	﹤0.01%	530
2025 Q2	$116K	Buy	769 +171	+29%	+$23.2K	﹤0.01%	601
2025 Q1	$76K	Hold	598	–	–	﹤0.01%	661
2024 Q4	$83.3K	Hold	598	–	–	﹤0.01%	646
2024 Q3	$78.9K	Buy	598 +518	+648%	+$65.9K	﹤0.01%	647
2024 Q2	$10.2K	Hold	80	–	–	﹤0.01%	992
2024 Q1	$9.38K	Hold	80	–	–	﹤0.01%	960
2023 Q4	$8.33K	Hold	80	–	–	﹤0.01%	962
2023 Q3	$7.59K	Hold	80	–	–	﹤0.01%	941
2023 Q2	$7.81K	Hold	80	–	–	﹤0.01%	984
2023 Q1	$7.1K	Hold	80	–	–	﹤0.01%	991
2022 Q4	$6.52K	Hold	80	–	–	﹤0.01%	999
2022 Q3	$6K	Hold	80	–	–	﹤0.01%	968
2022 Q2	$7K	Hold	80	–	–	﹤0.01%	971
2022 Q1	$8K	Hold	80	–	–	﹤0.01%	958
2021 Q4	$9K	Hold	80	–	–	﹤0.01%	922
2021 Q3	$8K	Hold	80	–	–	﹤0.01%	957
2021 Q2	$8K	Hold	80	–	–	﹤0.01%	891
2021 Q1	$7K	Hold	80	–	–	﹤0.01%	892
2020 Q4	$7K	Hold	80	–	–	﹤0.01%	870
2020 Q3	$6K	Hold	80	–	–	﹤0.01%	862
2020 Q2	$6K	Hold	80	–	–	﹤0.01%	841
2020 Q1	$5K	Hold	80	–	–	﹤0.01%	863
2019 Q4	$5K	Hold	80	–	–	﹤0.01%	924
2019 Q3	$5K	Hold	80	–	–	﹤0.01%	912
2019 Q2	$5K	Hold	80	–	–	﹤0.01%	910
2019 Q1	$5K	Hold	80	–	–	﹤0.01%	908
2018 Q4	$4K	Hold	80	–	–	﹤0.01%	946
2018 Q3	$5K	Hold	80	–	–	﹤0.01%	868
2018 Q2	$5K	Hold	80	–	–	﹤0.01%	872
2018 Q1	$4K	Hold	80	–	–	﹤0.01%	926
2017 Q4	$4K	Hold	80	–	–	﹤0.01%	897
2017 Q3	$4K	Hold	80	–	–	﹤0.01%	890
2017 Q2	$4K	Hold	80	–	–	﹤0.01%	847
2017 Q1	$4K	Hold	80	–	–	﹤0.01%	867
2016 Q4	$3K	Hold	80	–	–	﹤0.01%	908
2016 Q3	$3K	Hold	80	–	–	﹤0.01%	848
2016 Q2	$3K	Hold	80	–	–	﹤0.01%	853
2016 Q1	$3K	Hold	80	–	–	﹤0.01%	851
2015 Q4	$3K	Hold	80	–	–	﹤0.01%	840
2015 Q3	$3K	Hold	80	–	–	﹤0.01%	851
2015 Q2	$3K	Hold	80	–	–	﹤0.01%	856
2015 Q1	$3K	Hold	80	–	–	﹤0.01%	854
2014 Q4	$3K	Hold	80	–	–	﹤0.01%	852
2014 Q3	$3K	Hold	80	–	–	﹤0.01%	855
2014 Q2	$3K	Hold	80	–	–	﹤0.01%	856
2014 Q1	$3K	Hold	80	–	–	﹤0.01%	889
2013 Q4	$3K	Hold	80	–	–	﹤0.01%	845
2013 Q3	$3K	Hold	80	–	–	﹤0.01%	829
2013 Q2	$2K	Buy	+80	New	+$2.4K	﹤0.01%	836

Other funds holding IUSG

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CSWG

Cardinal Strategic Wealth Guidance Louisville, Kentucky $441M AUM 25.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

ACM

Aurdan Capital Management Wayne, Pennsylvania $394M AUM 19.7% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

WhitTier Trust Company's IUSG Position: Q2 2026 in Review

WhitTier Trust Company held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 749 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

WhitTier Trust Company first reported a position in IUSG in Q2 2013 and has held it in 53 quarters since. 434 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

WhitTier Trust Company held 749 shares of iShares Core S&P US Growth ETF worth $139K as of Q2 2026.
WhitTier Trust Company left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
iShares Core S&P US Growth ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #559 holding.
WhitTier Trust Company first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 53 quarters since.
434 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.