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

Members 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 		$243K Sell
1,915
-295
-13% -$40.8K 0.18% 87
2024
Q4 		$318K Buy
+2,210
New +$303K 0.24% 79
2024
Q2 		$288K Buy
+1,915
New +$228K 0.19% 81

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Members Wealth's IUSG Position: Q1 2025 in Review

Members Wealth reduced its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q1 2025, selling an estimated $40.8K and leaving 1,915 shares worth $243K. The position accounts for 0.18% of the portfolio, ranked #87.

Members Wealth first reported a position in IUSG in Q2 2024 and has held it in 3 quarters since. The position peaked at $318K in Q4 2024. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

  • Members Wealth held 1,915 shares of iShares Core S&P US Growth ETF worth $243K as of Q1 2025.
  • Members Wealth sold 295 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $40.8K.
  • iShares Core S&P US Growth ETF made up 0.18% of Members Wealth's portfolio in Q1 2025, its #87 holding.
  • Members Wealth first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • Members Wealth's iShares Core S&P US Growth ETF position peaked at $318K in Q4 2024.
  • 751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Members Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.