BRWA
IUSG icon

B. Riley Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

B. Riley 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
Q1 		– Sell
-1,564
Closed -$218K – 1372
2024
Q4 		$218K Buy
1,564
+17
+1% +$2.33K 0.01% 1003
2024
Q3 		$203K Buy
+1,547
New +$197K 0.01% 1135
2024
Q2 		– Sell
-3,097
Closed -$295K – 1503
2024
Q1 		$295K Buy
+3,097
New +$345K 0.01% 1045
2023
Q4 		– Sell
-3,097
Closed -$295K – 1458
2023
Q3 		$295K Sell
3,097
-130
-4% -$12.8K 0.01% 1045
2023
Q2 		$315K Sell
3,227
-799
-20% -$73.3K 0.01% 1096
2023
Q1 		$357K Buy
4,026
+72
+2% +$6.13K 0.01% 970
2022
Q4 		$322K Sell
3,954
-5,159
-57% -$431K 0.01% 1015
2022
Q3 		$731K Buy
9,113
+798
+10% +$71.9K 0.02% 621
2022
Q2 		$697K Buy
8,315
+6,327
+318% +$580K 0.03% 527
2022
Q1 		$210K Buy
+1,988
New +$207K 0.01% 1190
2021
Q2 		– Sell
-2,231
Closed -$203K – 1410
2021
Q1 		$203K Buy
+2,231
New +$201K 0.01% 1191
2019
Q2 		– Sell
-14,226
Closed -$859K – 811
2019
Q1 		$859K Buy
14,226
+1,538
+12% +$88.2K 0.11% 215
2018
Q4 		$669K Buy
12,688
+1,522
+14% +$86.3K 0.1% 228
2018
Q3 		$694K Sell
11,166
-470
-4% -$28.4K 0.08% 260
2018
Q2 		$666K Buy
11,636
+751
+7% +$42.4K 0.09% 251
2018
Q1 		$595K Buy
10,885
+470
+5% +$26.4K 0.08% 263
2017
Q4 		$561K Buy
10,415
+1,601
+18% +$84.2K 0.08% 284
2017
Q3 		$445K Buy
+8,814
New +$437K 0.07% 285
2015
Q1 		– Sell
-1,072
Closed -$42K – 1271
2014
Q4 		$42K Buy
+1,072
New +$40.9K ﹤0.01% 2183
2014
Q3 		– Sell
-484
Closed -$18K – 1268
2014
Q2 		$18K Buy
+484
New +$17.4K ﹤0.01% 1516

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

B. Riley Wealth Advisors's IUSG Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 1,564 shares — an estimated $218K sold.

B. Riley Wealth Advisors first reported a position in IUSG in Q2 2014 and held it in 20 quarters. The position peaked at $859K in Q1 2019. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,564 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $218K.
  • B. Riley Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2014 and held it in 20 quarters.
  • B. Riley Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $859K in Q1 2019.
  • 751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.