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GPS Wealth Strategies Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

GPS Wealth Strategies 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
Q4 		– Sell
-742
Closed -$122K – 1071
2025
Q3 		$122K Sell
742
-10
-1% -$1.57K 0.01% 442
2025
Q2 		$113K Buy
752
+46
+7% +$6.24K 0.01% 442
2025
Q1 		$89.7K Sell
706
-112
-14% -$15.5K 0.01% 479
2024
Q4 		$114K Buy
818
+297
+57% +$40.8K 0.01% 403
2024
Q3 		$68.8K Buy
521
+164
+46% +$20.9K 0.01% 519
2024
Q2 		$45.5K Sell
357
-80
-18% -$9.54K 0.01% 558
2024
Q1 		$51.2K Sell
437
-24
-5% -$2.67K 0.01% 504
2023
Q4 		$48K Sell
461
-88
-16% -$8.67K 0.01% 499
2023
Q3 		$52K Sell
549
-11
-2% -$1.08K 0.01% 478
2023
Q2 		$54.7K Sell
560
-27
-5% -$2.48K 0.01% 478
2023
Q1 		$52.1K Buy
+587
New +$50K 0.01% 474
2022
Q4 		– Sell
-2,126
Closed -$170K – 606
2022
Q3 		$170K Buy
2,126
+6
+0.3% +$540 0.04% 221
2022
Q2 		$177K Sell
2,120
-9
-0.4% -$825 0.05% 226
2022
Q1 		$225K Sell
2,129
-4
-0.2% -$416 0.05% 190
2021
Q4 		$247K Buy
2,133
+2
+0.1% +$223 0.05% 191
2021
Q3 		$218K Sell
2,131
-127
-6% -$13.4K 0.05% 195
2021
Q2 		$228K Buy
2,258
+157
+7% +$15.1K 0.06% 183
2021
Q1 		$190K Buy
+2,101
New +$189K 0.06% 197

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GPS Wealth Strategies Group's IUSG Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 742 shares — an estimated $122K sold.

GPS Wealth Strategies Group first reported a position in IUSG in Q1 2021 and held it in 18 quarters. The position peaked at $247K in Q4 2021. 879 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 742 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $122K.
  • GPS Wealth Strategies Group first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's iShares Core S&P US Growth ETF position peaked at $247K in Q4 2021.
  • 879 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.