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IUSG icon

Carolinas Wealth Consulting’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Carolinas Wealth Consulting’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
-4,846
Closed -$616K – 472
2025
Q1 		$616K Sell
4,846
-681
-12% -$94.2K 0.13% 87
2024
Q4 		$770K Buy
5,527
+159
+3% +$21.8K 0.15% 77
2024
Q3 		$708K Sell
5,368
-144
-3% -$18.3K 0.13% 86
2024
Q2 		$703K Buy
5,512
+100
+2% +$11.9K 0.14% 82
2024
Q1 		$634K Sell
5,412
-157
-3% -$17.5K 0.13% 86
2023
Q4 		$580K Sell
5,569
-47
-0.8% -$4.63K 0.13% 78
2023
Q3 		$519K Sell
5,616
-2,562
-31% -$251K 0.13% 79
2023
Q2 		$799K Sell
8,178
-465
-5% -$42.6K 0.16% 80
2023
Q1 		$767K Sell
8,643
-817
-9% -$69.6K 0.16% 78
2022
Q4 		$772K Buy
9,460
+2,541
+37% +$212K 0.17% 73
2022
Q3 		$555K Buy
6,919
+10
+0.1% +$901 0.14% 81
2022
Q2 		$578K Buy
6,909
+75
+1% +$6.88K 0.14% 77
2022
Q1 		$722K Sell
6,834
-34
-0.5% -$3.53K 0.16% 73
2021
Q4 		$794K Buy
6,868
+130
+2% +$14.5K 0.17% 67
2021
Q3 		$690K Buy
6,738
+6
+0.1% +$634 0.16% 67
2021
Q2 		$680K Buy
6,732
+5
+0.1% +$482 0.15% 71
2021
Q1 		$611K Sell
6,727
-2,172
-24% -$196K 0.15% 70
2020
Q4 		$789K Buy
8,899
+7
+0.1% +$589 0.21% 54
2020
Q3 		$711K Sell
8,892
-297
-3% -$23.3K 0.24% 52
2020
Q2 		$661K Buy
9,189
+7
+0.1% +$465 0.26% 51
2020
Q1 		$523K Buy
+9,182
New +$604K 0.28% 48

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carolinas Wealth Consulting's IUSG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 4,846 shares — an estimated $616K sold.

Carolinas Wealth Consulting first reported a position in IUSG in Q1 2020 and held it in 21 quarters. The position peaked at $799K in Q2 2023. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,846 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $616K.
  • Carolinas Wealth Consulting first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's iShares Core S&P US Growth ETF position peaked at $799K in Q2 2023.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.