AAFMAA Wealth Management & Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

AAFMAA Wealth Management & 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
2025 Q4	–	Sell	-47,742	Closed	-$7.86M	–	91
2025 Q3	$7.86M	Buy	47,742 +148	+0.3%	+$23.2K	3.12%	6
2025 Q2	$7.16M	Sell	47,594 -23,863	-33%	-$3.23M	2.96%	6
2025 Q1	$9.08M	Sell	71,457 -2,852	-4%	-$394K	4.12%	3
2024 Q4	$10.4M	Buy	74,309 +1,419	+2%	+$195K	4.54%	5
2024 Q3	$9.61M	Buy	72,890 +45,756	+169%	+$5.82M	4.24%	5
2024 Q2	$3.46M	Buy	+27,134	New	+$3.24M	1.7%	14

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

AAFMAA Wealth Management & Trust's IUSG Position: Q4 2025 in Review

AAFMAA Wealth Management & Trust sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 47,742 shares — an estimated $7.86M sold.

AAFMAA Wealth Management & Trust first reported a position in IUSG in Q2 2024 and held it in 6 quarters. The position peaked at $10.4M in Q4 2024. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

AAFMAA Wealth Management & Trust reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 47,742 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $7.86M.
AAFMAA Wealth Management & Trust first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 6 quarters.
AAFMAA Wealth Management & Trust's iShares Core S&P US Growth ETF position peaked at $10.4M in Q4 2024.
878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.