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

Brueske 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 Q4	–	Sell	-3,276	Closed	-$539K	–	29
2025 Q3	$539K	Buy	3,276 +18	+0.6%	+$2.83K	0.29%	42
2025 Q2	$490K	Sell	3,258 -1,965	-38%	-$266K	0.33%	43
2025 Q1	$664K	Buy	5,223 +2,536	+94%	+$351K	0.63%	26
2024 Q4	$374K	Buy	+2,687	New	+$369K	0.33%	40

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Align Financial Hermantown, Minnesota $176M AUM

Brueske Advisory Services's IUSG Position: Q4 2025 in Review

Brueske Advisory Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 3,276 shares — an estimated $539K sold.

Brueske Advisory Services first reported a position in IUSG in Q4 2024 and held it in 4 quarters. The position peaked at $664K in Q1 2025. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Brueske Advisory Services reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
Brueske Advisory Services sold 3,276 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $539K.
Brueske Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 4 quarters.
Brueske Advisory Services's iShares Core S&P US Growth ETF position peaked at $664K in Q1 2025.
878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Brueske Advisory Services's 13F filing for Q4 2025.