Avantax Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Avantax Advisory Services’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	$31.5M	Sell	209,690 -2,612	-1%	-$354K	0.17%	90
2025 Q1	$27M	Buy	212,302 +12,176	+6%	+$1.68M	0.16%	98
2024 Q4	$27.9M	Buy	200,126 +2,243	+1%	+$308K	0.18%	90
2024 Q3	$26.1M	Sell	197,883 -5,211	-3%	-$663K	0.17%	89
2024 Q2	$25.9M	Buy	203,094 +5,678	+3%	+$677K	0.18%	84
2024 Q1	$23.1M	Sell	197,416 -11	-0%	-$1.22K	0.21%	76
2023 Q4	$20.6M	Sell	197,427 -965	-0.5%	-$95.1K	0.2%	79
2023 Q3	$18.8M	Sell	198,392 -1,424	-0.7%	-$140K	0.21%	76
2023 Q2	$19.5M	Buy	199,816 +24,831	+14%	+$2.28M	0.22%	77
2023 Q1	$15.5M	Buy	174,985 +228	+0.1%	+$19.4K	0.19%	90
2022 Q4	$14.2M	Sell	174,757 -9,655	-5%	-$807K	0.19%	91
2022 Q3	$14.8M	Buy	184,412 +6,479	+4%	+$583K	0.23%	70
2022 Q2	$14.9M	Buy	177,933 +586	+0.3%	+$53.7K	0.22%	69
2022 Q1	$18.7M	Buy	177,347 +23,395	+15%	+$2.43M	0.26%	62
2021 Q4	$17.8M	Sell	153,952 -77,864	-34%	-$8.68M	0.27%	59
2021 Q3	$23.8M	Buy	231,816 +8,232	+4%	+$870K	0.4%	32
2021 Q2	$22.6M	Buy	223,584 +1,639	+0.7%	+$158K	0.41%	31
2021 Q1	$20.2M	Sell	221,945 -8,551	-4%	-$771K	0.43%	34
2020 Q4	$20.4M	Sell	230,496 -27,559	-11%	-$2.32M	0.49%	30
2020 Q3	$20.6M	Sell	258,055 -3,811	-1%	-$299K	0.33%	53
2020 Q2	$18.8M	Buy	261,866 +70,518	+37%	+$4.69M	0.54%	26
2020 Q1	$10.9M	Buy	191,348 +121,372	+173%	+$7.99M	0.33%	48
2019 Q4	$4.74M	Buy	69,976 +23,279	+50%	+$1.51M	0.11%	120
2019 Q3	$2.94M	Sell	46,697 -20,043	-30%	-$1.27M	0.12%	89
2019 Q2	$4.18M	Buy	66,740 +6,509	+11%	+$400K	0.18%	69
2019 Q1	$3.63M	Buy	60,231 +9,368	+18%	+$537K	0.19%	66
2018 Q4	$2.69M	Buy	+50,863	New	+$2.88M	0.45%	56

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

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

Avantax Advisory Services's IUSG Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.2% in Q2 2025, selling an estimated $354K and leaving 209,690 shares worth $31.5M. The position accounts for 0.17% of the portfolio, ranked #90.

Avantax Advisory Services first reported a position in IUSG in Q4 2018 and has held it in 27 quarters since. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

Avantax Advisory Services held 209,690 shares of iShares Core S&P US Growth ETF worth $31.5M as of Q2 2025.
Avantax Advisory Services sold 2,612 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $354K.
iShares Core S&P US Growth ETF made up 0.17% of Avantax Advisory Services's portfolio in Q2 2025, its #90 holding.
Avantax Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 27 quarters since.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.