ORG Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

ORG Partners’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	$647K	Sell	3,850 -106	-3%	-$17.7K	0.11%	170
2025 Q3	$651K	Sell	3,956 -522	-12%	-$82K	0.12%	166
2025 Q2	$672K	Sell	4,478 -109	-2%	-$14.8K	0.14%	133
2025 Q1	$585K	Buy	4,587 +85	+2%	+$11.8K	0.14%	130
2024 Q4	$628K	Sell	4,502 -740	-14%	-$102K	0.09%	153
2024 Q3	$692K	Sell	5,242 -5,278	-50%	-$671K	0.11%	132
2024 Q2	$1.35M	Buy	+10,520	New	+$1.25M	0.17%	118
2024 Q1	–	Sell	-15,470	Closed	-$1.61M	–	796
2023 Q4	$1.61M	Buy	15,470 +7,369	+91%	+$726K	0.27%	75
2023 Q3	$768K	Sell	8,101 -13,050	-62%	-$1.28M	0.23%	109
2023 Q2	$2.07M	Sell	21,151 -935	-4%	-$85.7K	0.34%	57
2023 Q1	$1.97M	Buy	+22,086	New	+$1.88M	0.48%	40

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $8.74B AUM 14.62% 1-Year Est. Return

MFG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

ORG Partners's IUSG Position: Q4 2025 in Review

ORG Partners reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.7% in Q4 2025, selling an estimated $17.7K and leaving 3,850 shares worth $647K. The position accounts for 0.11% of the portfolio, ranked #170.

ORG Partners first reported a position in IUSG in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q2 2023. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

ORG Partners held 3,850 shares of iShares Core S&P US Growth ETF worth $647K as of Q4 2025.
ORG Partners sold 106 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $17.7K.
iShares Core S&P US Growth ETF made up 0.11% of ORG Partners's portfolio in Q4 2025, its #170 holding.
ORG Partners first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's iShares Core S&P US Growth ETF position peaked at $2.07M in Q2 2023.
878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.