Congress Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Congress Wealth 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 Q2	$416K	Buy	2,767 +636	+30%	+$86.2K	﹤0.01%	977
2025 Q1	$273K	Buy	+2,131	New	+$295K	﹤0.01%	960

Other funds holding IUSG

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

MFG

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Congress Wealth Management's IUSG Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 30% in Q2 2025, buying an estimated $86.2K and bringing the position to 2,767 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Congress Wealth Management first reported a position in IUSG in Q1 2025 and has held it in 2 quarters since. 794 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

Congress Wealth Management held 2,767 shares of iShares Core S&P US Growth ETF worth $416K as of Q2 2025.
Congress Wealth Management bought 636 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $86.2K.
iShares Core S&P US Growth ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #977 holding.
Congress Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and has held it in 2 quarters since.
794 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.