Marshall Wace’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Marshall Wace’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 Q3	–	Sell	-13,255	Closed	-$1.99M	–	3126
2025 Q2	$1.99M	Buy	+13,255	New	+$1.8M	﹤0.01%	1568
2024 Q3	–	Sell	-21,116	Closed	-$2.69M	–	2733
2024 Q2	$2.69M	Sell	21,116 -48,723	-70%	-$5.81M	﹤0.01%	1231
2024 Q1	$8.19M	Buy	+69,839	New	+$7.77M	0.01%	814
2023 Q3	–	Sell	-23,809	Closed	-$2.32M	–	2441
2023 Q2	$2.32M	Buy	23,809 +17,069	+253%	+$1.57M	﹤0.01%	1325
2023 Q1	$598K	Buy	+6,740	New	+$574K	﹤0.01%	2023
2022 Q3	–	Sell	-4,700	Closed	-$393K	–	3561
2022 Q2	$393K	Buy	+4,700	New	+$431K	﹤0.01%	2916
2022 Q1	–	Sell	-7,979	Closed	-$923K	–	3662
2021 Q4	$923K	Buy	+7,979	New	+$889K	﹤0.01%	2511
2020 Q2	–	Sell	-3,281	Closed	-$187K	–	1751
2020 Q1	$187K	Buy	+3,281	New	+$216K	﹤0.01%	1190

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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 Wace's IUSG Position: Q3 2025 in Review

Marshall Wace sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 13,255 shares — an estimated $1.99M sold.

Marshall Wace first reported a position in IUSG in Q1 2020 and held it in 8 quarters. The position peaked at $8.19M in Q1 2024. 820 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Marshall Wace reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
Marshall Wace sold 13,255 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $1.99M.
Marshall Wace first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and held it in 8 quarters.
Marshall Wace's iShares Core S&P US Growth ETF position peaked at $8.19M in Q1 2024.
820 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.