Hexagon Capital Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Hexagon Capital 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 Q2	–	Sell	-49	Closed	-$6.23K	–	891
2025 Q1	$6.23K	Hold	49	–	–	﹤0.01%	1109
2024 Q4	$6.83K	Buy	+49	New	+$6.72K	﹤0.01%	1125
2023 Q4	–	Sell	-4	Closed	-$379	–	1462
2023 Q3	$379	Hold	4	–	–	﹤0.01%	1300
2023 Q2	$391	Hold	4	–	–	﹤0.01%	1299
2023 Q1	$355	Hold	4	–	–	﹤0.01%	1315
2022 Q4	$326	Sell	4 -356	-99%	-$29.8K	﹤0.01%	1348
2022 Q3	$29K	Sell	360 -22	-6%	-$1.98K	0.01%	509
2022 Q2	$32K	Sell	382 -50	-12%	-$4.58K	0.01%	444
2022 Q1	$46K	Buy	432 +50	+13%	+$5.19K	0.01%	387
2021 Q4	$44K	Hold	382	–	–	0.01%	382
2021 Q3	$39K	Hold	382	–	–	0.01%	376
2021 Q2	$39K	Hold	382	–	–	0.01%	361
2021 Q1	$34K	Sell	382 -10	-3%	-$901	0.01%	352
2020 Q4	$34K	Hold	392	–	–	0.01%	320
2020 Q3	$30K	Buy	+392	New	+$30.7K	0.01%	307

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 $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 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

Hexagon Capital Partners's IUSG Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 49 shares — an estimated $6.23K sold.

Hexagon Capital Partners first reported a position in IUSG in Q3 2020 and held it in 15 quarters. The position peaked at $46K in Q1 2022. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 49 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $6.23K.
Hexagon Capital Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2020 and held it in 15 quarters.
Hexagon Capital Partners's iShares Core S&P US Growth ETF position peaked at $46K in Q1 2022.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.