Kovitz Investment Group Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Kovitz Investment Group Partners’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	-2,966	Closed	-$488K	–	885
2025 Q3	$488K	Buy	2,966 +127	+4%	+$19.9K	﹤0.01%	1044
2025 Q2	$427K	Buy	2,839 +1	+0%	+$136	﹤0.01%	1031
2025 Q1	$361K	Sell	2,838 -26	-0.9%	-$3.6K	﹤0.01%	997
2024 Q4	$399K	Buy	2,864 +686	+31%	+$94.2K	﹤0.01%	962
2024 Q3	$200K	Buy	+2,178	New	+$277K	﹤0.01%	954

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 22.96% 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 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

Kovitz Investment Group Partners's IUSG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 2,966 shares — an estimated $488K sold.

Kovitz Investment Group Partners first reported a position in IUSG in Q3 2024 and held it in 5 quarters. The position peaked at $488K in Q3 2025. 879 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 2,966 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $488K.
Kovitz Investment Group Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's iShares Core S&P US Growth ETF position peaked at $488K in Q3 2025.
879 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.