Focus Financial Network’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Focus Financial Network’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 Q4	–	Sell	-1,379	Closed	-$227K	–	750
2025 Q3	$227K	Buy	+1,379	New	+$217K	0.01%	677
2024 Q1	–	Sell	-9,674	Closed	-$1.01M	–	689
2023 Q4	$1.01M	Buy	+9,674	New	+$953K	0.04%	318
2022 Q1	–	Sell	-10,267	Closed	-$1.19M	–	565
2021 Q4	$1.19M	Buy	10,267 +1,691	+20%	+$189K	0.17%	123
2021 Q3	$878K	Buy	8,576 +249	+3%	+$26.3K	0.12%	166
2021 Q2	$841K	Buy	8,327 +1,212	+17%	+$117K	0.11%	177
2021 Q1	$646K	Buy	+7,115	New	+$641K	0.08%	213

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

MFG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Financial Network's IUSG Position: Q4 2025 in Review

Focus Financial Network sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 1,379 shares — an estimated $227K sold.

Focus Financial Network first reported a position in IUSG in Q1 2021 and held it in 6 quarters. The position peaked at $1.19M in Q4 2021. 879 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Focus Financial Network reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
Focus Financial Network sold 1,379 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $227K.
Focus Financial Network first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and held it in 6 quarters.
Focus Financial Network's iShares Core S&P US Growth ETF position peaked at $1.19M in Q4 2021.
879 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Focus Financial Network's 13F filing for Q4 2025, filed 12 Jan 2026.