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IUSG icon

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

Element Wealth’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
Q1 		– Sell
-459
Closed -$64K – 228
2024
Q4 		$64K Buy
459
+20
+5% +$2.75K 0.03% 195
2024
Q3 		$57.9K Buy
439
+17
+4% +$2.16K 0.03% 188
2024
Q2 		$53.8K Sell
422
-127
-23% -$15.1K 0.03% 179
2024
Q1 		$64.4K Buy
549
+127
+30% +$14.1K 0.04% 173
2023
Q4 		$43.9K Buy
422
+1
+0.2% +$99 0.03% 176
2023
Q3 		$40K Buy
421
+76
+22% +$7.46K 0.03% 174
2023
Q2 		$33.7K Sell
345
-545
-61% -$50K 0.02% 179
2023
Q1 		$79K Buy
890
+2
+0.2% +$170 0.06% 148
2022
Q4 		$72.4K Buy
888
+215
+32% +$18K 0.06% 146
2022
Q3 		$54K Buy
673
+3
+0.4% +$270 0.05% 142
2022
Q2 		$56K Buy
670
+1
+0.1% +$92 0.06% 138
2022
Q1 		$71K Buy
669
+1
+0.1% +$104 0.06% 146
2021
Q4 		$77K Buy
668
+1
+0.1% +$111 0.06% 127
2021
Q3 		$68K Buy
667
+1
+0.2% +$106 0.05% 125
2021
Q2 		$67K Buy
666
+1
+0.2% +$96 0.05% 120
2021
Q1 		$60K Buy
665
+2
+0.3% +$180 0.05% 122
2020
Q4 		$59K Sell
663
-528
-44% -$44.4K 0.05% 118
2020
Q3 		$95K Buy
1,191
+4
+0.3% +$313 0.1% 98
2020
Q2 		$85K Sell
1,187
-966
-45% -$64.2K 0.1% 98
2020
Q1 		$123K Sell
2,153
-90
-4% -$5.92K 0.17% 79
2019
Q4 		$152K Buy
+2,243
New +$145K 0.16% 73

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Element Wealth's IUSG Position: Q1 2025 in Review

Element Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 459 shares — an estimated $64K sold.

Element Wealth first reported a position in IUSG in Q4 2019 and held it in 21 quarters. The position peaked at $152K in Q4 2019. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

  • Element Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Element Wealth sold 459 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $64K.
  • Element Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 21 quarters.
  • Element Wealth's iShares Core S&P US Growth ETF position peaked at $152K in Q4 2019.
  • 751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.