KCM Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

KCM Investment Advisors’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	–	Sell	-2,000	Closed	-$329K	–	399
2025 Q3	$329K	Hold	2,000	–	–	0.01%	314
2025 Q2	$301K	Buy	+2,000	New	+$271K	0.01%	320

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KCM Investment Advisors's IUSG Position: Q4 2025 in Review

KCM Investment Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 2,000 shares — an estimated $329K sold.

KCM Investment Advisors first reported a position in IUSG in Q2 2025 and held it in 2 quarters. The position peaked at $329K in Q3 2025. 883 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

KCM Investment Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
KCM Investment Advisors sold 2,000 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $329K.
KCM Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and held it in 2 quarters.
KCM Investment Advisors's iShares Core S&P US Growth ETF position peaked at $329K in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on KCM Investment Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.