Glass Jacobson Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Glass Jacobson Investment 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	-42	Closed	-$5.85K	–	692
2025 Q1	$5.85K	Hold	42	–	–	﹤0.01%	656
2024 Q4	$5.85K	Hold	42	–	–	﹤0.01%	656
2024 Q3	$5.54K	Buy	+42	New	+$5.34K	﹤0.01%	623
2022 Q4	$2.77K	Buy	+34	New	+$2.84K	﹤0.01%	641

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

Glass Jacobson Investment Advisors's IUSG Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 42 shares — an estimated $5.85K sold.

Glass Jacobson Investment Advisors first reported a position in IUSG in Q4 2022 and held it in 4 quarters. The position peaked at $5.85K in Q1 2025. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 42 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $5.85K.
Glass Jacobson Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 4 quarters.
Glass Jacobson Investment Advisors's iShares Core S&P US Growth ETF position peaked at $5.85K in Q1 2025.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.