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

Litman Gregory 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 Q4	$2.06M	Sell	12,278 -74	-0.6%	-$12.3K	0.15%	62
2025 Q3	$2.03M	Hold	12,352	–	–	0.15%	59
2025 Q2	$1.86M	Hold	12,352	–	–	0.15%	61
2025 Q1	$1.57M	Sell	12,352 -847	-6%	-$117K	0.13%	60
2024 Q4	$1.84M	Sell	13,199 -45	-0.3%	-$6.18K	0.16%	53
2024 Q3	$1.75M	Sell	13,244 -70	-0.5%	-$8.9K	0.15%	55
2024 Q2	$1.7M	Hold	13,314	–	–	0.15%	59
2024 Q1	$1.56M	Buy	13,314 +531	+4%	+$59.1K	0.14%	60
2023 Q4	$1.33M	Sell	12,783 -894	-7%	-$88.1K	0.13%	62
2023 Q3	$1.3M	Sell	13,677 -171	-1%	-$16.8K	0.13%	62
2023 Q2	$1.35M	Buy	+13,848	New	+$1.27M	0.17%	39
2023 Q1	–	Sell	-15,749	Closed	-$1.28M	–	68
2022 Q4	$1.28M	Buy	15,749 +11,875	+307%	+$992K	0.18%	38
2022 Q3	$311K	Buy	+3,874	New	+$349K	0.05%	60
2018 Q4	–	Sell	-694	Closed	-$43K	–	151
2018 Q3	$43K	Hold	694	–	–	0.01%	60
2018 Q2	$40K	Hold	694	–	–	0.02%	56
2018 Q1	$38K	Buy	+694	New	+$38.9K	0.02%	108

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

Litman Gregory Wealth Management's IUSG Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.6% in Q4 2025, selling an estimated $12.3K and leaving 12,278 shares worth $2.06M. The position accounts for 0.15% of the portfolio, ranked #62.

Litman Gregory Wealth Management first reported a position in IUSG in Q1 2018 and has held it in 16 quarters since. 881 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Litman Gregory Wealth Management held 12,278 shares of iShares Core S&P US Growth ETF worth $2.06M as of Q4 2025.
Litman Gregory Wealth Management sold 74 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $12.3K.
iShares Core S&P US Growth ETF made up 0.15% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #62 holding.
Litman Gregory Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2018 and has held it in 16 quarters since.
881 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.