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Financial Advocates Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Financial Advocates Investment Management’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
-138,416
Closed -$20.8M – 329
2025
Q2 		$20.8M Sell
138,416
-16,714
-11% -$2.27M 1.7% 8
2025
Q1 		$17.8M Buy
155,130
+9,037
+6% +$1.25M 1.24% 12
2024
Q4 		$20.4M Buy
146,093
+2,966
+2% +$407K 1.16% 12
2024
Q3 		$18.9M Buy
143,127
+17,519
+14% +$2.23M 1.07% 11
2024
Q2 		$16M Buy
125,608
+3,430
+3% +$409K 0.99% 16
2024
Q1 		$14.5M Buy
122,178
+2,759
+2% +$307K 0.84% 18
2023
Q4 		$12.5M Buy
119,419
+1,078
+0.9% +$106K 0.81% 19
2023
Q3 		$11.2M Sell
118,341
-65,112
-35% -$6.39M 0.8% 19
2023
Q2 		$12.4M Buy
183,453
+81,150
+79% +$7.44M 0.88% 16
2023
Q1 		$9.08M Buy
102,303
+8,105
+9% +$690K 0.65% 26
2022
Q4 		$7.63M Buy
94,198
+15,435
+20% +$1.29M 0.57% 32
2022
Q3 		$6.31M Buy
78,763
+13,271
+20% +$1.2M 0.52% 36
2022
Q2 		$5.48M Sell
65,492
-14,719
-18% -$1.35M 0.45% 45
2022
Q1 		$8.48M Buy
80,211
+8,727
+12% +$907K 0.56% 34
2021
Q4 		$8.27M Buy
71,484
+8,278
+13% +$923K 0.52% 35
2021
Q3 		$6.47M Buy
63,206
+6,979
+12% +$737K 0.44% 42
2021
Q2 		$5.37M Buy
56,227
+12,506
+29% +$1.21M 0.36% 55
2021
Q1 		$3.96M Buy
43,721
+1,827
+4% +$165K 0.28% 75
2020
Q4 		$3.72M Buy
41,894
+4,673
+13% +$393K 0.25% 89
2020
Q3 		$2.98M Buy
37,221
+3,470
+10% +$272K 0.25% 82
2020
Q2 		$2.43M Buy
33,751
+779
+2% +$51.8K 0.23% 106
2020
Q1 		$1.88M Buy
32,972
+5,539
+20% +$365K 0.27% 94
2019
Q4 		$1.85M Buy
27,433
+3,864
+16% +$250K 0.2% 129
2019
Q3 		$1.48M Buy
23,569
+6,304
+37% +$399K 0.17% 136
2019
Q2 		$1.08M Buy
17,265
+2,125
+14% +$131K 0.13% 175
2019
Q1 		$914K Buy
15,140
+2,161
+17% +$124K 0.11% 193
2018
Q4 		$684K Sell
12,979
-11,110
-46% -$630K 0.09% 208
2018
Q3 		$1.5M Buy
24,089
+3,512
+17% +$212K 0.17% 135
2018
Q2 		$1.18M Buy
20,577
+4,796
+30% +$271K 0.14% 150
2018
Q1 		$862K Buy
15,781
+4,185
+36% +$235K 0.11% 191
2017
Q4 		$624K Buy
+11,596
New +$610K 0.09% 228

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 $445B AUM 25.58% 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 $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 $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's IUSG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 138,416 shares — an estimated $20.8M sold.

Financial Advocates Investment Management first reported a position in IUSG in Q4 2017 and held it in 31 quarters. The position peaked at $20.8M in Q2 2025. 819 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 138,416 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $20.8M.
  • Financial Advocates Investment Management first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's iShares Core S&P US Growth ETF position peaked at $20.8M in Q2 2025.
  • 819 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.