GM Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

GM Advisory Group’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	-5,331	Closed	-$677K	–	294
2025 Q1	$677K	Hold	5,331	–	–	0.04%	153
2024 Q4	$743K	Hold	5,331	–	–	0.04%	142
2024 Q3	$703K	Hold	5,331	–	–	0.04%	140
2024 Q2	$680K	Hold	5,331	–	–	0.04%	134
2024 Q1	$625K	Sell	5,331 -699	-12%	-$77.8K	0.04%	138
2023 Q4	$628K	Buy	6,030 +699	+13%	+$68.9K	0.05%	128
2023 Q3	$506K	Hold	5,331	–	–	0.04%	125
2023 Q2	$521K	Hold	5,331	–	–	0.04%	123
2023 Q1	$473K	Hold	5,331	–	–	0.04%	127
2022 Q4	$435K	Sell	5,331 -662	-11%	-$55.3K	0.05%	125
2022 Q3	$481K	Buy	5,993 +662	+12%	+$59.6K	0.06%	121
2022 Q2	$446K	Sell	5,331 -1,387	-21%	-$127K	0.07%	118
2022 Q1	$710K	Hold	6,718	–	–	0.08%	109
2021 Q4	$777K	Buy	+6,718	New	+$749K	0.07%	107
2020 Q3	–	Sell	-20,000	Closed	-$1.44M	–	176
2020 Q2	$1.44M	Hold	20,000	–	–	0.27%	52
2020 Q1	$1.14M	Hold	20,000	–	–	0.31%	45
2019 Q4	$1.35M	Buy	+20,000	New	+$1.3M	0.42%	24
2018 Q3	–	Sell	-287,737	Closed	-$16.5M	–	126
2018 Q2	$16.5M	Buy	287,737 +2,862	+1%	+$162K	4.89%	5
2018 Q1	$15.6M	Sell	284,875 -3,556	-1%	-$199K	4.7%	5
2017 Q4	$15.5M	Buy	288,431 +2,948	+1%	+$155K	4.22%	6
2017 Q3	$14.4M	Buy	285,483 +3,403	+1%	+$169K	4.39%	5
2017 Q2	$13.6M	Buy	+282,080	New	+$13.5M	4.28%	5

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 $8.74B AUM 14.62% 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

GM Advisory Group's IUSG Position: Q2 2025 in Review

GM Advisory Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 5,331 shares — an estimated $677K sold.

GM Advisory Group first reported a position in IUSG in Q2 2017 and held it in 22 quarters. The position peaked at $16.5M in Q2 2018. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

GM Advisory Group reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
GM Advisory Group sold 5,331 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $677K.
GM Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q2 2017 and held it in 22 quarters.
GM Advisory Group's iShares Core S&P US Growth ETF position peaked at $16.5M in Q2 2018.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on GM Advisory Group's 13F filing for Q2 2025, filed 13 Aug 2025.