KIM
IUSG icon

Kestra Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kestra Investment 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
2026
Q1 		$176M Buy
1,133,813
+2,005
+0.2% +$330K 3.03% 9
2025
Q4 		$190M Buy
1,131,808
+326,483
+41% +$54.5M 4.65% 5
2025
Q3 		$133M Sell
805,325
-806,035
-50% -$127M 3.56% 8
2025
Q2 		$222M Buy
1,611,360
+741,665
+85% +$101M 3.42% 7
2025
Q1 		$111M Sell
869,695
-4,993
-0.6% -$690K 3.46% 8
2024
Q4 		$122M Buy
874,688
+33,693
+4% +$4.62M 4.79% 4
2024
Q3 		$111M Buy
840,995
+84,236
+11% +$10.7M 4.76% 4
2024
Q2 		$96.5M Buy
+756,759
New +$90.3M 6.57% 4

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return