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Clear Creek Financial Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Clear Creek Financial 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
2025
Q4 		– Sell
-1,288
Closed -$212K – 598
2025
Q3 		$212K Buy
+1,288
New +$202K 0.02% 536

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM

Clear Creek Financial Management's IUSG Position: Q4 2025 in Review

Clear Creek Financial Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 1,288 shares — an estimated $212K sold.

Clear Creek Financial Management first reported a position in IUSG in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 879 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • Clear Creek Financial Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 1,288 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $212K.
  • Clear Creek Financial Management first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and held it in 1 quarter.
  • Clear Creek Financial Management's iShares Core S&P US Growth ETF position peaked at $212K in Q3 2025.
  • 879 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Clear Creek Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.