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NorthStar Asset Management (New Jersey)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

NorthStar Asset Management (New Jersey)’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
2026
Q1 		$23.3M Buy
150,312
+13,737
+10% +$2.26M 11.26% 1
2025
Q4 		$22.9M Buy
136,575
+6,566
+5% +$1.1M 10.32% 1
2025
Q3 		$21.4M Buy
130,009
+2,925
+2% +$459K 10.24% 1
2025
Q2 		$19.1M Buy
127,084
+5,647
+5% +$766K 10.08% 2
2025
Q1 		$15.4M Buy
121,437
+3,974
+3% +$550K 9.65% 2
2024
Q4 		$16.4M Buy
117,463
+3,778
+3% +$519K 10.43% 2
2024
Q3 		$15M Buy
113,685
+7,463
+7% +$949K 10% 2
2024
Q2 		$13.5M Buy
106,222
+6,760
+7% +$806K 9.39% 2
2024
Q1 		$11.7M Buy
99,462
+6,621
+7% +$737K 8.83% 2
2023
Q4 		$9.66M Buy
+92,841
New +$9.15M 8.83% 2

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 $376B 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
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 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 $1.47T AUM 27.86% 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 $564B AUM 30.12% 1-Year Est. Return