Marshall & Sterling Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Marshall & Sterling Wealth Advisors’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	-284	Closed	-$46.7K	–	492
2025 Q3	$46.7K	Hold	284	–	–	0.03%	179
2025 Q2	$42.7K	Sell	284 -6	-2%	-$813	0.03%	182
2025 Q1	$36.9K	Buy	+290	New	+$40.1K	0.03%	194

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

Marshall & Sterling Wealth Advisors's IUSG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 284 shares — an estimated $46.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in IUSG in Q1 2025 and held it in 3 quarters. The position peaked at $46.7K in Q3 2025. 883 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Marshall & Sterling Wealth Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 284 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $46.7K.
Marshall & Sterling Wealth Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and held it in 3 quarters.
Marshall & Sterling Wealth Advisors's iShares Core S&P US Growth ETF position peaked at $46.7K in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.