Clarius Group LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Clarius Group LLC’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 Q4	$2.07M	Hold	12,300	–	–	0.12%	71
2025 Q3	$2.02M	Hold	12,300	–	–	0.12%	73
2025 Q2	$1.85M	Hold	12,300	–	–	0.11%	83
2025 Q1	$1.56M	Hold	12,300	–	–	0.1%	87
2024 Q4	$1.71M	Hold	12,300	–	–	0.12%	81
2024 Q3	$1.62M	Hold	12,300	–	–	0.11%	87
2024 Q2	$1.57M	Hold	12,300	–	–	0.11%	87
2024 Q1	$1.44M	Sell	12,300 -4,300	-26%	-$478K	0.1%	93
2023 Q4	$1.73M	Buy	+16,600	New	+$1.64M	0.14%	82
2019 Q4	–	Sell	-23,569	Closed	-$1.48M	–	301
2019 Q3	$1.48M	Hold	23,569	–	–	0.27%	57
2019 Q2	$1.48M	Hold	23,569	–	–	0.3%	51
2019 Q1	$1.42M	Hold	23,569	–	–	0.35%	42
2018 Q4	$1.24M	Hold	23,569	–	–	0.45%	35
2018 Q3	$1.46M	Hold	23,569	–	–	0.52%	32
2018 Q2	$1.35M	Buy	+23,569	New	+$1.33M	0.56%	29

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

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

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

Align Financial Hermantown, Minnesota $202M AUM

Clarius Group LLC's IUSG Position: Q4 2025 in Review

Clarius Group LLC held its iShares Core S&P US Growth ETF (IUSG) position steady in Q4 2025 at 12,300 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #71.

Clarius Group LLC first reported a position in IUSG in Q2 2018 and has held it in 15 quarters since. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Clarius Group LLC held 12,300 shares of iShares Core S&P US Growth ETF worth $2.07M as of Q4 2025.
Clarius Group LLC left its iShares Core S&P US Growth ETF share count unchanged in Q4 2025.
iShares Core S&P US Growth ETF made up 0.12% of Clarius Group LLC's portfolio in Q4 2025, its #71 holding.
Clarius Group LLC first reported a position in iShares Core S&P US Growth ETF in Q2 2018 and has held it in 15 quarters since.
878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.