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MLG Wealth Management DBA Pine Grove Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 		$1.1M Buy
+6,528
New +$1.09M 0.13% 78

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 22.96% 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 $1.81T AUM 41.13% 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

MLG Wealth Management DBA Pine Grove Financial Group's IUSG Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q4 2025: 6,528 shares worth $1.1M. The stake represents 0.13% of the portfolio and ranks #78 among its holdings.

881 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 6,528 shares of iShares Core S&P US Growth ETF worth $1.1M as of Q4 2025.
  • iShares Core S&P US Growth ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares Core S&P US Growth ETF made up 0.13% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #78 holding.
  • 881 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.