Marshall Wace
IUSG icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return