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IUSG icon

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

&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
2026
Q1 		$8.26M Sell
53,248
-8,628
-14% -$1.42M 0.04% 382
2025
Q4 		$10.3M Buy
61,876
+7,496
+14% +$1.25M 0.05% 304
2025
Q3 		$8.95M Buy
54,380
+35,405
+187% +$5.56M 0.06% 289
2025
Q2 		$2.85M Sell
18,975
-3,067
-14% -$416K 0.02% 532
2025
Q1 		$2.8M Buy
22,042
+2,522
+13% +$349K 0.03% 437
2024
Q4 		$2.76M Buy
19,520
+7,317
+60% +$1M 0.03% 401
2024
Q3 		$1.61M Buy
12,203
+2,094
+21% +$266K 0.03% 410
2024
Q2 		$1.29M Buy
10,109
+5,684
+128% +$678K 0.06% 288
2024
Q1 		$519K Buy
+4,425
New +$492K 0.07% 259

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 $376B 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
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return