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

Pennington Partners & Co’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
Q3 		– Sell
-1,360
Closed -$204K – 91
2025
Q2 		$204K Buy
+1,360
New +$184K 0.11% 79

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Pennington Partners & Co's IUSG Position: Q3 2025 in Review

Pennington Partners & Co sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 1,360 shares — an estimated $204K sold.

Pennington Partners & Co first reported a position in IUSG in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 820 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

  • Pennington Partners & Co reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Pennington Partners & Co sold 1,360 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $204K.
  • Pennington Partners & Co first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and held it in 1 quarter.
  • Pennington Partners & Co's iShares Core S&P US Growth ETF position peaked at $204K in Q2 2025.
  • 820 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Pennington Partners & Co's 13F filing for Q3 2025, filed 14 Nov 2025.