Orion Portfolio Solutions’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Orion Portfolio Solutions’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	$1.08M	Sell	8,522 -2,092	-20%	-$289K	0.01%	1042
2024 Q4	$1.48M	Sell	10,614 -97	-0.9%	-$13.3K	0.01%	846
2024 Q3	$1.41M	Buy	10,711 +513	+5%	+$65.2K	0.01%	865
2024 Q2	$1.3M	Sell	10,198 -141	-1%	-$16.8K	0.01%	860
2024 Q1	$1.21M	Sell	10,339 -347	-3%	-$38.6K	0.01%	895
2023 Q4	$1.1M	Sell	10,686 -1,982	-16%	-$195K	0.01%	901
2023 Q3	$1.2M	Sell	12,668 -1,863	-13%	-$183K	0.01%	843
2023 Q2	$1.82M	Buy	14,531 +1,568	+12%	+$144K	0.02%	699
2023 Q1	$1.15M	Buy	12,963 +10,062	+347%	+$857K	0.01%	813
2022 Q4	$236K	Sell	2,901 -3,693	-56%	-$309K	0.01%	726
2022 Q3	$529K	Buy	6,594 +743	+13%	+$66.9K	0.02%	409
2022 Q2	$490K	Buy	+5,851	New	+$536K	0.02%	406
2020 Q3	–	Sell	-1,005	Closed	-$72K	–	1245
2020 Q2	$72K	Sell	1,005 -188	-16%	-$12.5K	﹤0.01%	616
2020 Q1	$68K	Buy	1,193 +173	+17%	+$11.4K	﹤0.01%	522
2019 Q4	$69K	Buy	+1,020	New	+$66.1K	0.01%	484

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

Orion Portfolio Solutions's IUSG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares Core S&P US Growth ETF (IUSG) stake by 20% in Q1 2025, selling an estimated $289K and leaving 8,522 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1042.

Orion Portfolio Solutions first reported a position in IUSG in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.82M in Q2 2023. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

Orion Portfolio Solutions held 8,522 shares of iShares Core S&P US Growth ETF worth $1.08M as of Q1 2025.
Orion Portfolio Solutions sold 2,092 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $289K.
iShares Core S&P US Growth ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1042 holding.
Orion Portfolio Solutions first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 15 quarters since.
Orion Portfolio Solutions's iShares Core S&P US Growth ETF position peaked at $1.82M in Q2 2023.
751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.