FSC Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

FSC Wealth 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	–	Sell	-62	Closed	-$7.84K	–	160
2025 Q1	$7.84K	Hold	62	–	–	0.01%	208
2024 Q4	$8.59K	Hold	62	–	–	0.01%	207
2024 Q3	$8.13K	Hold	62	–	–	0.01%	202
2024 Q2	$7.86K	Hold	62	–	–	0.01%	208
2024 Q1	$7.23K	Sell	62 -61	-50%	-$6.79K	0.01%	211
2023 Q4	$12.8K	Hold	123	–	–	0.01%	186
2023 Q3	$11.7K	Hold	123	–	–	0.01%	154
2023 Q2	$12K	Hold	123	–	–	0.01%	135
2023 Q1	$10.9K	Hold	123	–	–	0.02%	112
2022 Q4	$10.1K	Hold	123	–	–	0.02%	110
2022 Q3	$10K	Hold	123	–	–	0.1%	108
2022 Q2	$10K	Sell	123 -62	-34%	-$5.68K	0.09%	104
2022 Q1	$20K	Hold	185	–	–	0.02%	96
2021 Q4	$21K	Buy	+185	New	+$20.6K	0.01%	105

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

FSC Wealth Advisors's IUSG Position: Q2 2025 in Review

FSC Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 62 shares — an estimated $7.84K sold.

FSC Wealth Advisors first reported a position in IUSG in Q4 2021 and held it in 14 quarters. The position peaked at $21K in Q4 2021. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

FSC Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 62 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $7.84K.
FSC Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $21K in Q4 2021.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.