Clean Yield Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Clean Yield Group’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 Q3	–	Sell	-117	Closed	-$17.6K	–	432
2025 Q2	$17.6K	Hold	117	–	–	0.01%	280
2025 Q1	$14.9K	Sell	117 -50	-30%	-$6.91K	﹤0.01%	295
2024 Q4	$23.3K	Hold	167	–	–	0.01%	285
2024 Q3	$22K	Sell	167 -113	-40%	-$14.4K	0.01%	288
2024 Q2	$35.7K	Buy	+280	New	+$33.4K	0.01%	254
2022 Q1	–	Sell	-1,416	Closed	-$164K	–	485
2021 Q4	$164K	Sell	1,416 -500	-26%	-$55.7K	0.05%	168
2021 Q3	$196K	Hold	1,916	–	–	0.06%	156
2021 Q2	$193K	Buy	+1,916	New	+$185K	0.07%	146
2021 Q1	–	Sell	-2,595	Closed	-$230K	–	261
2020 Q4	$230K	Buy	+2,595	New	+$218K	0.08%	131

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clean Yield Group's IUSG Position: Q3 2025 in Review

Clean Yield Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 117 shares — an estimated $17.6K sold.

Clean Yield Group first reported a position in IUSG in Q4 2020 and held it in 9 quarters. The position peaked at $230K in Q4 2020. 820 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Clean Yield Group reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
Clean Yield Group sold 117 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $17.6K.
Clean Yield Group first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 9 quarters.
Clean Yield Group's iShares Core S&P US Growth ETF position peaked at $230K in Q4 2020.
820 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Clean Yield Group's 13F filing for Q3 2025, filed 23 Oct 2025.