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Atria Wealth Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Atria Wealth Solutions’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
Q2 		$8.48M Buy
55,936
+5,576
+11% +$756K 0.19% 121
2025
Q1 		$6.4M Buy
50,360
+4,288
+9% +$593K 0.08% 269
2024
Q4 		$6.42M Buy
46,072
+8,740
+23% +$1.2M 0.07% 288
2024
Q3 		$4.92M Buy
37,332
+5,631
+18% +$716K 0.05% 354
2024
Q2 		$4.04M Buy
31,701
+649
+2% +$77.4K 0.04% 388
2024
Q1 		$3.64M Sell
31,052
-461
-1% -$51.3K 0.04% 429
2023
Q4 		$3.28M Buy
31,513
+1,432
+5% +$141K 0.04% 436
2023
Q3 		$2.85M Buy
30,081
+1,840
+7% +$181K 0.04% 453
2023
Q2 		$2.76M Sell
28,241
-2,943
-9% -$270K 0.04% 468
2023
Q1 		$2.77M Sell
31,184
-3,724
-11% -$317K 0.04% 430
2022
Q4 		$2.85M Sell
34,908
-59
-0.2% -$4.93K 0.05% 397
2022
Q3 		$2.8M Buy
34,967
+15,883
+83% +$1.43M 0.05% 368
2022
Q2 		$1.6M Sell
19,084
-8,951
-32% -$821K 0.03% 519
2022
Q1 		$2.96M Buy
+28,035
New +$2.91M 0.05% 375

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's IUSG Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares Core S&P US Growth ETF (IUSG) stake by 11% in Q2 2025, buying an estimated $756K and bringing the position to 55,936 shares worth $8.48M. The position accounts for 0.19% of the portfolio, ranked #121.

Atria Wealth Solutions first reported a position in IUSG in Q1 2022 and has held it in 14 quarters since. 794 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

  • Atria Wealth Solutions held 55,936 shares of iShares Core S&P US Growth ETF worth $8.48M as of Q2 2025.
  • Atria Wealth Solutions bought 5,576 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $756K.
  • iShares Core S&P US Growth ETF made up 0.19% of Atria Wealth Solutions's portfolio in Q2 2025, its #121 holding.
  • Atria Wealth Solutions first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • 794 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.