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Cape Investment Advisory’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cape Investment Advisory’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
-293
Closed -$40.8K – 1168
2024
Q4 		$40.8K Buy
+293
New +$40.2K 0.02% 354
2024
Q1 		– Sell
-110
Closed -$11.5K – 1049
2023
Q4 		$11.5K Buy
+110
New +$10.8K 0.01% 630

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cape Investment Advisory's IUSG Position: Q1 2025 in Review

Cape Investment Advisory sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 293 shares — an estimated $40.8K sold.

Cape Investment Advisory first reported a position in IUSG in Q4 2023 and held it in 2 quarters. The position peaked at $40.8K in Q4 2024. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

  • Cape Investment Advisory reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 293 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $40.8K.
  • Cape Investment Advisory first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and held it in 2 quarters.
  • Cape Investment Advisory's iShares Core S&P US Growth ETF position peaked at $40.8K in Q4 2024.
  • 751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.