Capital A Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Capital A Wealth Management’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	–	Sell	-306	Closed	-$38.9K	–	641
2025 Q1	$38.9K	Buy	306 +268	+705%	+$37.1K	0.04%	171
2024 Q4	$5.29K	Buy	+38	New	+$5.21K	0.01%	367

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 $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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 $5.16B AUM 18.64% 1-Year Est. Return

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

Capital A Wealth Management's IUSG Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 306 shares — an estimated $38.9K sold.

Capital A Wealth Management first reported a position in IUSG in Q4 2024 and held it in 2 quarters. The position peaked at $38.9K in Q1 2025. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

Capital A Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 306 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $38.9K.
Capital A Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's iShares Core S&P US Growth ETF position peaked at $38.9K in Q1 2025.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.