Atlas Private Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Atlas Private Wealth Advisors’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	–	Sell	-2,177	Closed	-$328K	–	166
2025 Q2	$328K	Buy	2,177 +140	+7%	+$19K	0.04%	149
2025 Q1	$259K	Sell	2,037 -56	-3%	-$7.74K	0.04%	157
2024 Q4	$292K	Hold	2,093	–	–	0.04%	136
2024 Q3	$276K	Hold	2,093	–	–	0.04%	131
2024 Q2	$267K	Buy	+2,093	New	+$250K	0.04%	129
2024 Q1	–	Sell	-2,947	Closed	-$307K	–	141
2023 Q4	$307K	Hold	2,947	–	–	0.06%	121
2023 Q3	$280K	Sell	2,947 -96	-3%	-$9.42K	0.05%	147
2023 Q2	$297K	Buy	+3,043	New	+$279K	0.06%	148
2022 Q2	–	Sell	-2,333	Closed	-$247K	–	141
2022 Q1	$247K	Buy	+2,333	New	+$242K	0.11%	118
2021 Q4	–	Sell	-124	Closed	-$13K	–	423
2021 Q3	$13K	Hold	124	–	–	0.01%	430
2021 Q2	$13K	Hold	124	–	–	0.01%	434
2021 Q1	$11K	Hold	124	–	–	0.01%	479
2020 Q4	$11K	Hold	124	–	–	0.01%	414
2020 Q3	$10K	Hold	124	–	–	0.01%	386
2020 Q2	$9K	Buy	+124	New	+$8.24K	0.01%	424

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 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

MFG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Private Wealth Advisors's IUSG Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 2,177 shares — an estimated $328K sold.

Atlas Private Wealth Advisors first reported a position in IUSG in Q2 2020 and held it in 15 quarters. The position peaked at $328K in Q2 2025. 822 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,177 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $328K.
Atlas Private Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2020 and held it in 15 quarters.
Atlas Private Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $328K in Q2 2025.
822 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.