GRP
IUSG icon

Global Retirement Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Global Retirement Partners’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 		$6.55M Buy
38,986
+611
+2% +$102K 0.12% 168
2025
Q3 		$6.31M Buy
38,375
+1,245
+3% +$196K 0.14% 131
2025
Q2 		$5.58M Buy
+37,130
New +$5.03M 0.14% 143
2024
Q4 		$6.98M Buy
50,055
+11,667
+30% +$1.6M 0.2% 100
2024
Q3 		$5.06M Sell
38,388
-13,280
-26% -$1.69M 0.15% 132
2024
Q2 		$6.59M Buy
51,668
+2,103
+4% +$251K 0.21% 95
2024
Q1 		$5.81M Sell
49,565
-1,727
-3% -$192K 0.22% 105
2023
Q4 		$5.37M Buy
51,292
+3,804
+8% +$375K 0.22% 95
2023
Q3 		$4.5M Buy
47,488
+203
+0.4% +$19.9K 0.23% 96
2023
Q2 		$4.62M Buy
47,285
+3,315
+8% +$304K 0.23% 97
2023
Q1 		$3.89M Buy
43,970
+2,375
+6% +$202K 0.21% 107
2022
Q4 		$3.39M Sell
41,595
-118
-0.3% -$9.86K 0.23% 95
2022
Q3 		$3.51M Sell
41,713
-4,647
-10% -$418K 0.27% 86
2022
Q2 		$3.88M Sell
46,360
-575
-1% -$52.7K 0.31% 75
2022
Q1 		$4.01M Buy
+46,935
New +$4.88M 0.32% 74
2021
Q4 		– Sell
-50,459
Closed -$5.17M – 1022
2021
Q3 		$5.17M Sell
50,459
-1,413
-3% -$149K 0.51% 38
2021
Q2 		$5.24M Sell
51,872
-2,277
-4% -$219K 0.54% 36
2021
Q1 		$4.92M Sell
54,149
-420
-0.8% -$37.9K 0.58% 35
2020
Q4 		$4.84M Sell
54,569
-6,830
-11% -$575K 0.61% 35
2020
Q3 		$4.91M Sell
61,399
-20,637
-25% -$1.62M 0.72% 28
2020
Q2 		$5.9M Sell
82,036
-11,386
-12% -$757K 0.94% 20
2020
Q1 		$5.33M Sell
93,422
-2,584
-3% -$170K 1.01% 21
2019
Q4 		$6.49M Buy
96,006
+2,183
+2% +$141K 0.99% 19
2019
Q3 		$5.9M Buy
93,823
+4,201
+5% +$266K 0.97% 18
2019
Q2 		$5.62M Buy
89,622
+38,104
+74% +$2.34M 1.08% 15
2019
Q1 		$3.11M Sell
51,518
-1,100
-2% -$63.1K 0.75% 24
2018
Q4 		$2.77M Buy
52,618
+3,178
+6% +$180K 0.71% 27
2018
Q3 		$3.07M Buy
49,440
+3,383
+7% +$204K 0.69% 30
2018
Q2 		$2.63M Buy
46,057
+7,780
+20% +$440K 0.67% 29
2018
Q1 		$2.09M Buy
38,277
+5,040
+15% +$283K 0.58% 32
2017
Q4 		$1.79M Buy
33,237
+8,677
+35% +$456K 0.49% 30
2017
Q3 		$1.24M Buy
24,560
+3,845
+19% +$191K 0.51% 32
2017
Q2 		$998K Buy
20,715
+5,059
+32% +$242K 0.47% 41
2017
Q1 		$726K Buy
+15,656
New +$709K 0.41% 45

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM

Global Retirement Partners's IUSG Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Core S&P US Growth ETF (IUSG) stake by 1.6% in Q4 2025, buying an estimated $102K and bringing the position to 38,986 shares worth $6.55M. The position accounts for 0.12% of the portfolio, ranked #168.

Global Retirement Partners first reported a position in IUSG in Q1 2017 and has held it in 34 quarters since. The position peaked at $6.98M in Q4 2024. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • Global Retirement Partners held 38,986 shares of iShares Core S&P US Growth ETF worth $6.55M as of Q4 2025.
  • Global Retirement Partners bought 611 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $102K.
  • iShares Core S&P US Growth ETF made up 0.12% of Global Retirement Partners's portfolio in Q4 2025, its #168 holding.
  • Global Retirement Partners first reported a position in iShares Core S&P US Growth ETF in Q1 2017 and has held it in 34 quarters since.
  • Global Retirement Partners's iShares Core S&P US Growth ETF position peaked at $6.98M in Q4 2024.
  • 878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.