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

Whittier Trust’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	$901K	Hold	4,802	–	–	0.01%	407
2026 Q1	$758K	Hold	4,802	–	–	0.01%	385
2025 Q4	$816K	Hold	4,802	–	–	0.01%	378
2025 Q3	$793K	Hold	4,802	–	–	0.01%	375
2025 Q2	$722K	Hold	4,802	–	–	0.01%	434
2025 Q1	$610K	Hold	4,802	–	–	0.01%	453
2024 Q4	$669K	Sell	4,802 -1,948	-29%	-$267K	0.01%	445
2024 Q3	$890K	Hold	6,750	–	–	0.01%	406
2024 Q2	$860K	Sell	6,750 -1,250	-16%	-$149K	0.01%	392
2024 Q1	$938K	Hold	8,000	–	–	0.01%	372
2023 Q4	$833K	Hold	8,000	–	–	0.01%	384
2023 Q3	$759K	Hold	8,000	–	–	0.01%	392
2023 Q2	$781K	Hold	8,000	–	–	0.01%	396
2023 Q1	$710K	Hold	8,000	–	–	0.01%	403
2022 Q4	$652K	Hold	8,000	–	–	0.01%	417
2022 Q3	$641K	Sell	8,000 -4,738	-37%	-$427K	0.01%	414
2022 Q2	$1.07M	Buy	12,738 +4,068	+47%	+$373K	0.02%	343
2022 Q1	$916K	Hold	8,670	–	–	0.02%	389
2021 Q4	$1M	Hold	8,670	–	–	0.02%	375
2021 Q3	$888K	Hold	8,670	–	–	0.02%	384
2021 Q2	$875K	Hold	8,670	–	–	0.02%	387
2021 Q1	$787K	Hold	8,670	–	–	0.02%	408
2020 Q4	$769K	Hold	8,670	–	–	0.02%	371
2020 Q3	$693K	Hold	8,670	–	–	0.02%	379
2020 Q2	$623K	Hold	8,670	–	–	0.02%	368
2020 Q1	$495K	Hold	8,670	–	–	0.02%	385
2019 Q4	$586K	Hold	8,670	–	–	0.02%	378
2019 Q3	$545K	Hold	8,670	–	–	0.02%	384
2019 Q2	$543K	Hold	8,670	–	–	0.02%	378
2019 Q1	$523K	Hold	8,670	–	–	0.02%	378
2018 Q4	$457K	Hold	8,670	–	–	0.02%	378
2018 Q3	$538K	Hold	8,670	–	–	0.02%	361
2018 Q2	$496K	Hold	8,670	–	–	0.02%	365
2018 Q1	$473K	Hold	8,670	–	–	0.02%	377
2017 Q4	$466K	Hold	8,670	–	–	0.02%	372
2017 Q3	$438K	Hold	8,670	–	–	0.02%	371
2017 Q2	$418K	Sell	8,670 -4,000	-32%	-$191K	0.02%	364
2017 Q1	$588K	Hold	12,670	–	–	0.02%	327
2016 Q4	$544K	Hold	12,670	–	–	0.02%	330
2016 Q3	$539K	Hold	12,670	–	–	0.02%	334
2016 Q2	$517K	Hold	12,670	–	–	0.02%	333
2016 Q1	$514K	Hold	12,670	–	–	0.02%	338
2015 Q4	$514K	Hold	12,670	–	–	0.02%	349
2015 Q3	$481K	Hold	12,670	–	–	0.02%	341
2015 Q2	$515K	Sell	12,670 -3,200	-20%	-$132K	0.02%	348
2015 Q1	$645K	Hold	15,870	–	–	0.03%	313
2014 Q4	$622K	Hold	15,870	–	–	0.03%	305
2014 Q3	$593K	Hold	15,870	–	–	0.03%	308
2014 Q2	$590K	Hold	15,870	–	–	0.03%	311
2014 Q1	$564K	Hold	15,870	–	–	0.03%	309
2013 Q4	$560K	Sell	15,870 -2,000	-11%	-$67.4K	0.03%	308
2013 Q3	$574K	Hold	17,870	–	–	0.03%	310
2013 Q2	$532K	Buy	+17,870	New	+$535K	0.03%	313

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 22.96% 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 $103B AUM 28.65% 1-Year Est. Return

Whittier Trust's IUSG Position: Q2 2026 in Review

Whittier Trust held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 4,802 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #407.

Whittier Trust first reported a position in IUSG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.07M in Q2 2022. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Whittier Trust held 4,802 shares of iShares Core S&P US Growth ETF worth $901K as of Q2 2026.
Whittier Trust 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's portfolio in Q2 2026, its #407 holding.
Whittier Trust first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's iShares Core S&P US Growth ETF position peaked at $1.07M in Q2 2022.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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