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

Cassady Schiller 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
2024 Q4	$20.2K	Hold	145	–	–	0.01%	280
2024 Q3	$19.1K	Hold	145	–	–	0.01%	277
2024 Q2	$18.5K	Hold	145	–	–	0.01%	277
2024 Q1	$17K	Hold	145	–	–	0.01%	303
2023 Q4	$15.1K	Hold	145	–	–	0.01%	303
2023 Q3	$13.8K	Buy	+145	New	+$14.2K	0.01%	307

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cassady Schiller Wealth Management's IUSG Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q4 2024 at 145 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #280.

Cassady Schiller Wealth Management first reported a position in IUSG in Q3 2023 and has held it in 6 quarters since. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

Cassady Schiller Wealth Management held 145 shares of iShares Core S&P US Growth ETF worth $20.2K as of Q4 2024.
Cassady Schiller Wealth Management left its iShares Core S&P US Growth ETF share count unchanged in Q4 2024.
iShares Core S&P US Growth ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #280 holding.
Cassady Schiller Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 6 quarters since.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.