Wilmington Savings Fund Society’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wilmington Savings Fund Society’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	$456K	Hold	2,425	–	–	0.01%	436
2026 Q1	$376K	Hold	2,425	–	–	0.01%	468
2025 Q4	$407K	Hold	2,425	–	–	0.01%	457
2025 Q3	$399K	Sell	2,425 -1,245	-34%	-$196K	0.01%	451
2025 Q2	$552K	Sell	3,670 -69	-2%	-$9.35K	0.01%	559
2025 Q1	$475K	Buy	3,739 +163	+5%	+$22.5K	0.01%	593
2024 Q4	$498K	Sell	3,576 -79	-2%	-$10.8K	0.01%	589
2024 Q3	$482K	Buy	3,655 +1,155	+46%	+$147K	0.01%	589
2024 Q2	$319K	Hold	2,500	–	–	0.01%	304
2024 Q1	$293K	Buy	+2,500	New	+$278K	0.01%	310
2023 Q3	$313K	Hold	3,300	–	–	0.01%	295
2023 Q2	$322K	Hold	3,300	–	–	0.01%	310
2023 Q1	$293K	Hold	3,300	–	–	0.01%	300
2022 Q4	$269K	Hold	3,300	–	–	0.01%	309
2022 Q3	$265K	Sell	3,300 -300	-8%	-$27K	0.01%	307
2022 Q2	$301K	Hold	3,600	–	–	0.01%	308
2022 Q1	$380K	Hold	3,600	–	–	0.01%	294
2021 Q4	$416K	Hold	3,600	–	–	0.02%	297
2021 Q3	$369K	Hold	3,600	–	–	0.01%	308
2021 Q2	$364K	Hold	3,600	–	–	0.01%	312
2021 Q1	$327K	Hold	3,600	–	–	0.01%	315
2020 Q4	$319K	Hold	3,600	–	–	0.01%	316
2020 Q3	$288K	Hold	3,600	–	–	0.01%	307
2020 Q2	$259K	Hold	3,600	–	–	0.01%	317
2020 Q1	$206K	Sell	3,600 -1,340	-27%	-$88.2K	0.01%	325
2019 Q4	$334K	Buy	4,940 +1,340	+37%	+$86.8K	0.02%	289
2019 Q3	$226K	Hold	3,600	–	–	0.01%	311
2019 Q2	$226K	Hold	3,600	–	–	0.01%	320
2019 Q1	$217K	Buy	+3,600	New	+$207K	0.01%	326
2018 Q4	–	Sell	-3,600	Closed	-$224K	–	348
2018 Q3	$224K	Hold	3,600	–	–	0.01%	331
2018 Q2	$206K	Buy	+3,600	New	+$203K	0.01%	345

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

Wilmington Savings Fund Society's IUSG Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 2,425 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #436.

Wilmington Savings Fund Society first reported a position in IUSG in Q2 2018 and has held it in 31 quarters since. The position peaked at $552K in Q2 2025. 927 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Wilmington Savings Fund Society held 2,425 shares of iShares Core S&P US Growth ETF worth $456K as of Q2 2026.
Wilmington Savings Fund Society 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 Wilmington Savings Fund Society's portfolio in Q2 2026, its #436 holding.
Wilmington Savings Fund Society first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and has held it in 31 quarters since.
Wilmington Savings Fund Society's iShares Core S&P US Growth ETF position peaked at $552K in Q2 2025.
927 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.