First Horizon Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

First Horizon Advisors’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 Q2	$87.7K	Sell	583 -418	-42%	-$56.7K	﹤0.01%	761
2025 Q1	$127K	Sell	1,001 -184	-16%	-$25.4K	﹤0.01%	613
2024 Q4	$165K	Buy	1,185 +41	+4%	+$5.63K	﹤0.01%	562
2024 Q3	$151K	Sell	1,144 -177	-13%	-$22.5K	﹤0.01%	609
2024 Q2	$168K	Sell	1,321 -56	-4%	-$6.68K	0.01%	547
2024 Q1	$161K	Buy	1,377 +165	+14%	+$18.4K	0.01%	564
2023 Q4	$126K	Sell	1,212 -58	-5%	-$5.71K	﹤0.01%	597
2023 Q3	$120K	Buy	1,270 +544	+75%	+$53.4K	﹤0.01%	575
2023 Q2	$70.9K	Hold	726	–	–	﹤0.01%	755
2023 Q1	$64.4K	Sell	726 -25	-3%	-$2.13K	﹤0.01%	783
2022 Q4	$61.2K	Hold	751	–	–	﹤0.01%	779
2022 Q3	$60K	Hold	751	–	–	﹤0.01%	771
2022 Q2	$63K	Hold	751	–	–	﹤0.01%	851
2022 Q1	$79K	Hold	751	–	–	﹤0.01%	532
2021 Q4	$87K	Hold	751	–	–	﹤0.01%	719
2021 Q3	$77K	Buy	+751	New	+$79.3K	﹤0.01%	751

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Horizon Advisors's IUSG Position: Q2 2025 in Review

First Horizon Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 42% in Q2 2025, selling an estimated $56.7K and leaving 583 shares worth $87.7K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

First Horizon Advisors first reported a position in IUSG in Q3 2021 and has held it in 16 quarters since. The position peaked at $168K in Q2 2024. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

First Horizon Advisors held 583 shares of iShares Core S&P US Growth ETF worth $87.7K as of Q2 2025.
First Horizon Advisors sold 418 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $56.7K.
iShares Core S&P US Growth ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #761 holding.
First Horizon Advisors first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and has held it in 16 quarters since.
First Horizon Advisors's iShares Core S&P US Growth ETF position peaked at $168K in Q2 2024.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.