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Bristlecone Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bristlecone 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 		$618K Buy
3,756
+3,386
+915% +$532K 0.05% 158
2025
Q2 		$55.6K Buy
+370
New +$50.2K ﹤0.01% 253

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

Bristlecone Advisors's IUSG Position: Q3 2025 in Review

Bristlecone Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 915% in Q3 2025, buying an estimated $532K and bringing the position to 3,756 shares worth $618K. The position accounts for 0.05% of the portfolio, ranked #158.

Bristlecone Advisors first reported a position in IUSG in Q2 2025 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

  • Bristlecone Advisors held 3,756 shares of iShares Core S&P US Growth ETF worth $618K as of Q3 2025.
  • Bristlecone Advisors bought 3,386 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $532K.
  • iShares Core S&P US Growth ETF made up 0.05% of Bristlecone Advisors's portfolio in Q3 2025, its #158 holding.
  • Bristlecone Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.