Marcum Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Marcum Wealth’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 Q1	–	Sell	-1,560	Closed	-$217K	–	417
2024 Q4	$217K	Buy	+1,560	New	+$214K	0.02%	348
2024 Q1	–	Sell	-3,592	Closed	-$374K	–	404
2023 Q4	$374K	Buy	+3,592	New	+$354K	0.04%	222
2023 Q1	–	Sell	-11,673	Closed	-$952K	–	413
2022 Q4	$952K	Buy	+11,673	New	+$976K	0.13%	88
2022 Q1	–	Sell	-5,825	Closed	-$674K	–	391
2021 Q4	$674K	Buy	+5,825	New	+$649K	0.09%	139

Other funds holding IUSG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Marcum Wealth's IUSG Position: Q1 2025 in Review

Marcum Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 1,560 shares — an estimated $217K sold.

Marcum Wealth first reported a position in IUSG in Q4 2021 and held it in 4 quarters. The position peaked at $952K in Q4 2022. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

Marcum Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
Marcum Wealth sold 1,560 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $217K.
Marcum Wealth first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 4 quarters.
Marcum Wealth's iShares Core S&P US Growth ETF position peaked at $952K in Q4 2022.
751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.