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Palisade Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Palisade Asset Management’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 		– Sell
-840
Closed -$138K – 430
2025
Q3 		$138K Buy
+840
New +$132K 0.01% 215
2024
Q2 		– Sell
-840
Closed -$98.5K – 295
2024
Q1 		$98.5K Buy
+840
New +$93.4K 0.01% 235

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Palisade Asset Management's IUSG Position: Q4 2025 in Review

Palisade Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 840 shares — an estimated $138K sold.

Palisade Asset Management first reported a position in IUSG in Q1 2024 and held it in 2 quarters. The position peaked at $138K in Q3 2025. 879 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • Palisade Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Palisade Asset Management sold 840 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $138K.
  • Palisade Asset Management first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and held it in 2 quarters.
  • Palisade Asset Management's iShares Core S&P US Growth ETF position peaked at $138K in Q3 2025.
  • 879 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.