Main Street Financial Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Main Street Financial Solutions’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	$13.9M	Sell	82,766 -989	-1%	-$165K	1.04%	18
2025 Q3	$13.8M	Buy	83,755 +2,476	+3%	+$389K	0.88%	23
2025 Q2	$12.2M	Buy	81,279 +11,223	+16%	+$1.52M	0.89%	25
2025 Q1	$8.9M	Buy	70,056 +11,584	+20%	+$1.6M	0.77%	28
2024 Q4	$8.15M	Buy	58,472 +691	+1%	+$94.8K	0.8%	28
2024 Q3	$7.62M	Buy	57,781 +2,378	+4%	+$302K	0.7%	30
2024 Q2	$7.06M	Buy	55,403 +7,273	+15%	+$868K	0.67%	33
2024 Q1	$5.64M	Buy	+48,130	New	+$5.35M	0.6%	34
2022 Q1	–	Sell	-1,788	Closed	-$207K	–	469
2021 Q4	$207K	Buy	+1,788	New	+$199K	0.03%	446

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Main Street Financial Solutions's IUSG Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares Core S&P US Growth ETF (IUSG) stake by 1.2% in Q4 2025, selling an estimated $165K and leaving 82,766 shares worth $13.9M. The position accounts for 1.04% of the portfolio, ranked #18.

Main Street Financial Solutions first reported a position in IUSG in Q4 2021 and has held it in 9 quarters since. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Main Street Financial Solutions held 82,766 shares of iShares Core S&P US Growth ETF worth $13.9M as of Q4 2025.
Main Street Financial Solutions sold 989 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $165K.
iShares Core S&P US Growth ETF made up 1.04% of Main Street Financial Solutions's portfolio in Q4 2025, its #18 holding.
Main Street Financial Solutions first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 9 quarters since.
878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.