EFG
IUSG icon

Ethos Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ethos Financial 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
2025
Q3 		– Sell
-46,879
Closed -$7.05M – 521
2025
Q2 		$7.05M Buy
+46,879
New +$6.35M 0.61% 47

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Ethos Financial Group's IUSG Position: Q3 2025 in Review

Ethos Financial Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 46,879 shares — an estimated $7.05M sold.

Ethos Financial Group first reported a position in IUSG in Q2 2025 and held it in 1 quarter. The position peaked at $7.05M in Q2 2025. 820 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

  • Ethos Financial Group reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Ethos Financial Group sold 46,879 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $7.05M.
  • Ethos Financial Group first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and held it in 1 quarter.
  • Ethos Financial Group's iShares Core S&P US Growth ETF position peaked at $7.05M in Q2 2025.
  • 820 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Ethos Financial Group's 13F filing for Q3 2025, filed 23 Oct 2025.