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Heritage Financial Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Heritage Financial Services’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 		$664K Hold
3,953
– – 0.06% 57
2025
Q3 		$650K Hold
3,953
– – 0.06% 61
2025
Q2 		$595K Hold
3,953
– – 0.06% 61
2025
Q1 		$502K Hold
3,953
– – 0.05% 69
2024
Q4 		$551K Buy
+3,953
New +$543K 0.07% 64
2022
Q3 		– Sell
-15
Closed -$1K – 270
2022
Q2 		$1K Buy
+15
New +$1.38K ﹤0.01% 460

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 $424B AUM 22.94% 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 $202M AUM

Heritage Financial Services's IUSG Position: Q4 2025 in Review

Heritage Financial Services held its iShares Core S&P US Growth ETF (IUSG) position steady in Q4 2025 at 3,953 shares worth $664K. The position accounts for 0.06% of the portfolio, ranked #57.

Heritage Financial Services first reported a position in IUSG in Q2 2022 and has held it in 6 quarters since. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • Heritage Financial Services held 3,953 shares of iShares Core S&P US Growth ETF worth $664K as of Q4 2025.
  • Heritage Financial Services left its iShares Core S&P US Growth ETF share count unchanged in Q4 2025.
  • iShares Core S&P US Growth ETF made up 0.06% of Heritage Financial Services's portfolio in Q4 2025, its #57 holding.
  • Heritage Financial Services first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and has held it in 6 quarters since.
  • 878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.