Iron Horse Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Iron Horse Wealth Management’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	$19.3K	Buy	+128	New	+$17.4K	0.01%	216

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

Iron Horse Wealth Management's IUSG Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q2 2025: 128 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #216 among its holdings.

793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

Iron Horse Wealth Management held 128 shares of iShares Core S&P US Growth ETF worth $19.3K as of Q2 2025.
iShares Core S&P US Growth ETF was a new Iron Horse Wealth Management position in Q2 2025.
iShares Core S&P US Growth ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #216 holding.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.