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Graypoint LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Graypoint LLC’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 		$636K Buy
4,227
+1
+0% +$136 0.04% 285
2025
Q1 		$537K Sell
4,226
-4
-0.1% -$553 0.03% 296
2024
Q4 		$589K Sell
4,230
-9,351
-69% -$1.28M 0.04% 273
2024
Q3 		$1.79M Sell
13,581
-48
-0.4% -$6.1K 0.11% 130
2024
Q2 		$1.74M Buy
+13,629
New +$1.63M 0.12% 125

Other funds holding IUSG

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

Graypoint LLC's IUSG Position: Q2 2025 in Review

Graypoint LLC increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.02% in Q2 2025, buying an estimated $136 and bringing the position to 4,227 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #285.

Graypoint LLC first reported a position in IUSG in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.79M in Q3 2024. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

  • Graypoint LLC held 4,227 shares of iShares Core S&P US Growth ETF worth $636K as of Q2 2025.
  • Graypoint LLC bought 1 iShares Core S&P US Growth ETF share in Q2 2025, an estimated $136.
  • iShares Core S&P US Growth ETF made up 0.04% of Graypoint LLC's portfolio in Q2 2025, its #285 holding.
  • Graypoint LLC first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • Graypoint LLC's iShares Core S&P US Growth ETF position peaked at $1.79M in Q3 2024.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.