Mitchell Sinkler & Starr’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mitchell Sinkler & Starr’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	-920	Closed	-$128K	–	162
2024 Q4	$128K	Hold	920	–	–	0.03%	164
2024 Q3	$121K	Hold	920	–	–	0.03%	166
2024 Q2	$118K	Hold	920	–	–	0.03%	162
2024 Q1	$108K	Buy	+920	New	+$102K	0.03%	163

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 $71.6B AUM 21.08% 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

Mitchell Sinkler & Starr's IUSG Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 920 shares — an estimated $128K sold.

Mitchell Sinkler & Starr first reported a position in IUSG in Q1 2024 and held it in 4 quarters. The position peaked at $128K in Q4 2024. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

Mitchell Sinkler & Starr reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
Mitchell Sinkler & Starr sold 920 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $128K.
Mitchell Sinkler & Starr first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and held it in 4 quarters.
Mitchell Sinkler & Starr's iShares Core S&P US Growth ETF position peaked at $128K in Q4 2024.
751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.