CYG
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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 – 486
2021
Q4 		$164K Sell
1,416
-500
-26% -$55.7K 0.05% 168
2021
Q3 		$196K Hold
1,916
– – 0.07% 156
2021
Q2 		$193K Buy
+1,916
New +$185K 0.07% 146
2021
Q1 		– Sell
-2,595
Closed -$230K – 262
2020
Q4 		$230K Buy
+2,595
New +$218K 0.1% 131

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return