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Edge Capital Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Edge Capital 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
2024
Q4 		$31.6M Sell
226,677
-4,505
-2% -$618K 1.41% 16
2024
Q3 		$30.5M Buy
231,182
+12,149
+6% +$1.54M 1.35% 15
2024
Q2 		$27.9M Buy
219,033
+15,065
+7% +$1.8M 1.35% 13
2024
Q1 		$23.9M Buy
203,968
+5,844
+3% +$650K 1.19% 16
2023
Q4 		$20.6M Sell
198,124
-19,783
-9% -$1.95M 1.15% 20
2023
Q3 		$20.7M Sell
217,907
-417
-0.2% -$40.9K 1.34% 18
2023
Q2 		$21.3M Sell
218,324
-1,525
-0.7% -$140K 1.22% 19
2023
Q1 		$19.5M Buy
219,849
+1,968
+0.9% +$168K 1.2% 17
2022
Q4 		$17.8M Buy
217,881
+89,475
+70% +$7.48M 1.24% 15
2022
Q3 		$10.3M Buy
128,406
+31,617
+33% +$2.85M 0.85% 26
2022
Q2 		$8.1M Buy
96,789
+3,639
+4% +$334K 0.7% 37
2022
Q1 		$9.84M Buy
93,150
+23,450
+34% +$2.44M 0.67% 37
2021
Q4 		$8.06M Buy
69,700
+16,411
+31% +$1.83M 0.57% 43
2021
Q3 		$5.46M Sell
53,289
-1,145
-2% -$121K 0.43% 55
2021
Q2 		$5.5M Hold
54,434
– – 0.44% 51
2021
Q1 		$4.94M Sell
54,434
-585
-1% -$52.7K 0.41% 59
2020
Q4 		$4.88M Sell
55,019
-11,348
-17% -$955K 0.41% 59
2020
Q3 		$5.31M Sell
66,367
-10,863
-14% -$851K 0.53% 44
2020
Q2 		$5.55M Buy
77,230
+2,164
+3% +$144K 0.58% 42
2020
Q1 		$4.29M Sell
75,066
-2,925
-4% -$193K 0.51% 50
2019
Q4 		$5.28M Hold
77,991
– – 0.51% 53
2019
Q3 		$4.9M Buy
77,991
+540
+0.7% +$34.1K 0.5% 56
2019
Q2 		$4.86M Sell
77,451
-2,466
-3% -$152K 0.47% 56
2019
Q1 		$4.82M Sell
79,917
-2,100
-3% -$120K 0.47% 54
2018
Q4 		$4.32M Buy
+82,017
New +$4.65M 0.47% 52

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 $377B 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 $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Edge Capital Group's IUSG Position: Q4 2024 in Review

Edge Capital Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.9% in Q4 2024, selling an estimated $618K and leaving 226,677 shares worth $31.6M. The position accounts for 1.41% of the portfolio, ranked #16.

Edge Capital Group first reported a position in IUSG in Q4 2018 and has held it in 25 quarters since. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

  • Edge Capital Group held 226,677 shares of iShares Core S&P US Growth ETF worth $31.6M as of Q4 2024.
  • Edge Capital Group sold 4,505 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $618K.
  • iShares Core S&P US Growth ETF made up 1.41% of Edge Capital Group's portfolio in Q4 2024, its #16 holding.
  • Edge Capital Group first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 25 quarters since.
  • 774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.