AWM
IUSG icon

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

AllSquare Wealth Management’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
Q3 		$22.9K Hold
139
– – 0.01% 305
2025
Q2 		$20.9K Hold
139
– – 0.01% 313
2025
Q1 		$17.7K Hold
139
– – 0.01% 327
2024
Q4 		$19.4K Hold
139
– – 0.01% 317
2024
Q3 		$18.3K Hold
139
– – 0.01% 324
2024
Q2 		$17.7K Buy
+139
New +$16.6K 0.01% 316

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllSquare Wealth Management's IUSG Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2025 at 139 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #305.

AllSquare Wealth Management first reported a position in IUSG in Q2 2024 and has held it in 6 quarters since. 819 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

  • AllSquare Wealth Management held 139 shares of iShares Core S&P US Growth ETF worth $22.9K as of Q3 2025.
  • AllSquare Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q3 2025.
  • iShares Core S&P US Growth ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #305 holding.
  • AllSquare Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.