Optivise Advisory Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Optivise Advisory Services’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	-6,939	Closed	-$1.04M	–	222
2025 Q2	$1.04M	Sell	6,939 -1,004	-13%	-$136K	0.53%	49
2025 Q1	$1.01M	Hold	7,943	–	–	0.57%	41
2024 Q4	$1.11M	Hold	7,943	–	–	0.6%	44
2024 Q3	$1.05M	Sell	7,943 -740	-9%	-$94.1K	0.55%	48
2024 Q2	$1.11M	Buy	+8,683	New	+$1.04M	0.6%	44

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Optivise Advisory Services's IUSG Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 6,939 shares — an estimated $1.04M sold.

Optivise Advisory Services first reported a position in IUSG in Q2 2024 and held it in 5 quarters. The position peaked at $1.11M in Q2 2024. 820 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Optivise Advisory Services reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
Optivise Advisory Services sold 6,939 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $1.04M.
Optivise Advisory Services first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's iShares Core S&P US Growth ETF position peaked at $1.11M in Q2 2024.
820 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.