Cypress Capital Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Cypress Capital Advisors’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	-1,333	Closed	-$219K	–	78
2025 Q3	$219K	Hold	1,333	–	–	0.12%	70
2025 Q2	$200K	Buy	+1,333	New	+$181K	0.13%	71
2025 Q1	–	Sell	-1,681	Closed	-$234K	–	75
2024 Q4	$234K	Buy	+1,681	New	+$231K	0.18%	55

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 $176M AUM

Cypress Capital Advisors's IUSG Position: Q4 2025 in Review

Cypress Capital Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 1,333 shares — an estimated $219K sold.

Cypress Capital Advisors first reported a position in IUSG in Q4 2024 and held it in 3 quarters. The position peaked at $234K in Q4 2024. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Cypress Capital Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
Cypress Capital Advisors sold 1,333 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $219K.
Cypress Capital Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 3 quarters.
Cypress Capital Advisors's iShares Core S&P US Growth ETF position peaked at $234K in Q4 2024.
878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Cypress Capital Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.