Y-Intercept (HK)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Y-Intercept (HK)’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 Q3	$1.11M	Buy	+5,704	New	+$1.08M	0.02%	963
2025 Q2	–	Sell	-16,405	Closed	-$2.08M	–	1815
2025 Q1	$2.08M	Buy	+16,405	New	+$2.27M	0.14%	179
2024 Q1	–	Sell	-19,102	Closed	-$1.99M	–	1563
2023 Q4	$1.99M	Buy	+19,102	New	+$1.88M	0.19%	130
2023 Q3	–	Sell	-9,069	Closed	-$885K	–	1315
2023 Q2	$885K	Sell	9,069 -11,252	-55%	-$1.03M	0.09%	350
2023 Q1	$1.8M	Buy	+20,321	New	+$1.73M	0.21%	115
2022 Q4	–	Sell	-9,481	Closed	-$760K	–	1166
2022 Q3	$760K	Buy	9,481 +4,620	+95%	+$416K	0.08%	382
2022 Q2	$407K	Buy	+4,861	New	+$446K	0.05%	485
2021 Q4	–	Sell	-5,144	Closed	-$527K	–	722
2021 Q3	$527K	Buy	+5,144	New	+$543K	0.1%	321

Other funds holding IUSG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Y-Intercept (HK)'s IUSG Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q3 2026: 5,704 shares worth $1.11M. The stake represents 0.02% of the portfolio and ranks #963 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IUSG as recently as Q1 2025.

Y-Intercept (HK) first reported a position in IUSG in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.08M in Q1 2025. 647 funds tracked by Wall St. Rank hold IUSG as of Q3 2026.

Y-Intercept (HK) held 5,704 shares of iShares Core S&P US Growth ETF worth $1.11M as of Q3 2026.
iShares Core S&P US Growth ETF was a new Y-Intercept (HK) position in Q3 2026.
iShares Core S&P US Growth ETF made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #963 holding.
Y-Intercept (HK) first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 8 quarters since.
Y-Intercept (HK)'s iShares Core S&P US Growth ETF position peaked at $2.08M in Q1 2025.
647 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.