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

Ingalls & Snyder 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
Q3 		– Sell
-1,370
Closed -$206K – 487
2025
Q2 		$206K Buy
+1,370
New +$186K 0.01% 425

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 22.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Ingalls & Snyder LLC's IUSG Position: Q3 2025 in Review

Ingalls & Snyder LLC sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 1,370 shares — an estimated $206K sold.

Ingalls & Snyder LLC first reported a position in IUSG in Q2 2025 and held it in 1 quarter. The position peaked at $206K in Q2 2025. 822 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

  • Ingalls & Snyder LLC reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 1,370 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $206K.
  • Ingalls & Snyder LLC first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and held it in 1 quarter.
  • Ingalls & Snyder LLC's iShares Core S&P US Growth ETF position peaked at $206K in Q2 2025.
  • 822 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Ingalls & Snyder LLC's 13F filing for Q3 2025, filed 7 Nov 2025.