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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Core S&P US Growth ETF IUSG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-516
Closed -$72.5K – 503
2024
Q4 		$72.5K Hold
516
– – 0.03% 216
2024
Q3 		$67.7K Buy
+516
New +$65.6K 0.03% 191

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 $445B AUM 25.58% 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 $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IUSG Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 516 shares — an estimated $72.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IUSG in Q3 2024 and held it in 2 quarters. The position peaked at $72.5K in Q4 2024. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 516 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $72.5K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Core S&P US Growth ETF position peaked at $72.5K in Q4 2024.
  • 751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.