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New Century Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

New Century Financial Group’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
-2,127
Closed -$350K – 31
2025
Q3 		$350K Buy
2,127
+188
+10% +$29.5K 0.62% 46
2025
Q2 		$292K Buy
+1,939
New +$263K 0.34% 67
2025
Q1 		– Sell
-1,784
Closed -$253K – 220
2024
Q4 		$253K Buy
1,784
+130
+8% +$17.8K 0.11% 245
2024
Q3 		$218K Buy
+1,654
New +$210K 0.08% 292

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 $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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM

New Century Financial Group's IUSG Position: Q4 2025 in Review

New Century Financial Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 2,127 shares — an estimated $350K sold.

New Century Financial Group first reported a position in IUSG in Q3 2024 and held it in 4 quarters. The position peaked at $350K in Q3 2025. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • New Century Financial Group reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 2,127 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $350K.
  • New Century Financial Group first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and held it in 4 quarters.
  • New Century Financial Group's iShares Core S&P US Growth ETF position peaked at $350K in Q3 2025.
  • 878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.