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Parkworth Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Parkworth Wealth 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
Q2 		$714K Buy
4,749
+7
+0.1% +$949 0.52% 35
2025
Q1 		$603K Buy
4,742
+6
+0.1% +$830 0.48% 36
2024
Q4 		$660K Buy
+4,736
New +$650K 0.55% 33

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Parkworth Wealth Management's IUSG Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.15% in Q2 2025, buying an estimated $949 and bringing the position to 4,749 shares worth $714K. The position accounts for 0.52% of the portfolio, ranked #35.

Parkworth Wealth Management first reported a position in IUSG in Q4 2024 and has held it in 3 quarters since. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

  • Parkworth Wealth Management held 4,749 shares of iShares Core S&P US Growth ETF worth $714K as of Q2 2025.
  • Parkworth Wealth Management bought 7 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $949.
  • iShares Core S&P US Growth ETF made up 0.52% of Parkworth Wealth Management's portfolio in Q2 2025, its #35 holding.
  • Parkworth Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.