Philip James Wealth Mangement’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Philip James Wealth Mangement’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	-1,813	Closed	-$273K	–	187
2025 Q2	$273K	Buy	1,813 +2	+0.1%	+$271	0.03%	145
2025 Q1	$230K	Sell	1,811 -838	-32%	-$116K	0.03%	156
2024 Q4	$369K	Sell	2,649 -389	-13%	-$53.4K	0.05%	123
2024 Q3	$401K	Sell	3,038 -34	-1%	-$4.32K	0.05%	110
2024 Q2	$392K	Sell	3,072 -16	-0.5%	-$1.91K	0.26%	38
2024 Q1	$362K	Sell	3,088 -345	-10%	-$38.4K	0.26%	45
2023 Q4	$357K	Buy	+3,433	New	+$338K	0.28%	45

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Philip James Wealth Mangement's IUSG Position: Q3 2025 in Review

Philip James Wealth Mangement sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 1,813 shares — an estimated $273K sold.

Philip James Wealth Mangement first reported a position in IUSG in Q4 2023 and held it in 7 quarters. The position peaked at $401K in Q3 2024. 819 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Philip James Wealth Mangement reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
Philip James Wealth Mangement sold 1,813 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $273K.
Philip James Wealth Mangement first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and held it in 7 quarters.
Philip James Wealth Mangement's iShares Core S&P US Growth ETF position peaked at $401K in Q3 2024.
819 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Philip James Wealth Mangement's 13F filing for Q3 2025, filed 24 Oct 2025.