Adero Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Adero Partners’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 Q1	$305K	Buy	2,401 +8	+0.3%	+$1.11K	0.02%	171
2024 Q4	$333K	Hold	2,393	–	–	0.02%	161
2024 Q3	$316K	Hold	2,393	–	–	0.02%	162
2024 Q2	$305K	Hold	2,393	–	–	0.02%	158
2024 Q1	$280K	Hold	2,393	–	–	0.02%	159
2023 Q4	$249K	Hold	2,393	–	–	0.02%	162
2023 Q3	$227K	Hold	2,393	–	–	0.02%	161
2023 Q2	$234K	Hold	2,393	–	–	0.02%	146
2023 Q1	$212K	Sell	2,393 -397	-14%	-$33.8K	0.02%	148
2022 Q4	$227K	Hold	2,790	–	–	0.03%	145
2022 Q3	$234K	Hold	2,790	–	–	0.03%	138
2022 Q2	$237K	Hold	2,790	–	–	0.03%	133
2022 Q1	$295K	Hold	2,790	–	–	0.04%	126
2021 Q4	$323K	Hold	2,790	–	–	0.05%	133
2021 Q3	$286K	Hold	2,790	–	–	0.05%	126
2021 Q2	$282K	Buy	+2,790	New	+$269K	0.07%	115

Other funds holding IUSG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Adero Partners's IUSG Position: Q1 2025 in Review

Adero Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.33% in Q1 2025, buying an estimated $1.11K and bringing the position to 2,401 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #171.

Adero Partners first reported a position in IUSG in Q2 2021 and has held it in 16 quarters since. The position peaked at $333K in Q4 2024. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

Adero Partners held 2,401 shares of iShares Core S&P US Growth ETF worth $305K as of Q1 2025.
Adero Partners bought 8 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $1.11K.
iShares Core S&P US Growth ETF made up 0.02% of Adero Partners's portfolio in Q1 2025, its #171 holding.
Adero Partners first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and has held it in 16 quarters since.
Adero Partners's iShares Core S&P US Growth ETF position peaked at $333K in Q4 2024.
751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.