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Daymark Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Daymark Wealth Partners’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
-1,218
Closed -$200K – 619
2025
Q3 		$200K Buy
+1,218
New +$191K 0.01% 587

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Daymark Wealth Partners's IUSG Position: Q4 2025 in Review

Daymark Wealth Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 1,218 shares — an estimated $200K sold.

Daymark Wealth Partners first reported a position in IUSG in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 879 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • Daymark Wealth Partners reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 1,218 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $200K.
  • Daymark Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2025 and held it in 1 quarter.
  • Daymark Wealth Partners's iShares Core S&P US Growth ETF position peaked at $200K in Q3 2025.
  • 879 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Daymark Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.