Castleview Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Castleview Partners’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	-290	Closed	-$40.4K	–	370
2024 Q4	$40.4K	Hold	290	–	–	0.02%	372
2024 Q3	$38.3K	Hold	290	–	–	0.02%	358
2024 Q2	$37K	Hold	290	–	–	0.02%	365
2024 Q1	$34K	Hold	290	–	–	0.02%	395
2023 Q4	$30.2K	Hold	290	–	–	0.02%	381
2023 Q3	$27.5K	Buy	+290	New	+$28.5K	0.03%	328
2022 Q1	–	Sell	-770,448	Closed	-$6.66K	–	862
2021 Q4	$6.66K	Buy	+770,448	New	+$85.9M	0.05%	130
2021 Q2	$921K	Buy	+9,123	New	+$879K	0.4%	48

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 $377B AUM 19.32% 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

Castleview Partners's IUSG Position: Q1 2025 in Review

Castleview Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 290 shares — an estimated $40.4K sold.

Castleview Partners first reported a position in IUSG in Q2 2021 and held it in 8 quarters. The position peaked at $921K in Q2 2021. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

Castleview Partners reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 290 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $40.4K.
Castleview Partners first reported a position in iShares Core S&P US Growth ETF in Q2 2021 and held it in 8 quarters.
Castleview Partners's iShares Core S&P US Growth ETF position peaked at $921K in Q2 2021.
751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.