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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
2024
Q4 		– Sell
-2,000
Closed -$264K – 785
2024
Q3 		$264K Buy
+2,000
New +$254K 0.01% 639

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.