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

Pacifica 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 Q2	–	Sell	-395	Closed	-$48.3K	–	536
2025 Q1	$48.3K	Hold	395	–	–	0.02%	194
2024 Q4	$55K	Hold	395	–	–	0.02%	188
2024 Q3	$52.1K	Hold	395	–	–	0.02%	204
2024 Q2	$51.6K	Buy	+395	New	+$47.1K	0.02%	209

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

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

Pacifica Partners's IUSG Position: Q2 2025 in Review

Pacifica Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 395 shares — an estimated $48.3K sold.

Pacifica Partners first reported a position in IUSG in Q2 2024 and held it in 4 quarters. The position peaked at $55K in Q4 2024. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

Pacifica Partners reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
Pacifica Partners sold 395 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $48.3K.
Pacifica Partners first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 4 quarters.
Pacifica Partners's iShares Core S&P US Growth ETF position peaked at $55K in Q4 2024.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Pacifica Partners's 13F filing for Q2 2025, filed 14 Jul 2025.