PFA
IUSG icon

Pathway Financial Advisers’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Pathway Financial Advisers’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
-50
Closed -$8.13K – 252
2025
Q3 		$8.13K Buy
+50
New +$7.85K ﹤0.01% 342
2025
Q1 		– Sell
-50
Closed -$6.85K – 285
2024
Q4 		$6.85K Buy
50
+1
+2% +$137 ﹤0.01% 378
2024
Q3 		$6.48K Buy
+49
New +$6.23K ﹤0.01% 319

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $424B AUM 22.94% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM

Pathway Financial Advisers's IUSG Position: Q4 2025 in Review

Pathway Financial Advisers sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 50 shares — an estimated $8.13K sold.

Pathway Financial Advisers first reported a position in IUSG in Q3 2024 and held it in 3 quarters. The position peaked at $8.13K in Q3 2025. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • Pathway Financial Advisers reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 50 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $8.13K.
  • Pathway Financial Advisers first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and held it in 3 quarters.
  • Pathway Financial Advisers's iShares Core S&P US Growth ETF position peaked at $8.13K in Q3 2025.
  • 878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.