PA
IUSG icon

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

Pineridge Advisors’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
Q1 		– Sell
-25
Closed -$3.46K – 505
2024
Q4 		$3.49K Sell
25
-195
-89% -$26.8K ﹤0.01% 431
2024
Q3 		$29K Buy
220
+186
+547% +$23.7K 0.01% 182
2024
Q2 		$4.33K Buy
+34
New +$4.06K ﹤0.01% 383

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pineridge Advisors's IUSG Position: Q1 2025 in Review

Pineridge Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 25 shares — an estimated $3.46K sold.

Pineridge Advisors first reported a position in IUSG in Q2 2024 and held it in 3 quarters. The position peaked at $29K in Q3 2024. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

  • Pineridge Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Pineridge Advisors sold 25 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $3.46K.
  • Pineridge Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 3 quarters.
  • Pineridge Advisors's iShares Core S&P US Growth ETF position peaked at $29K in Q3 2024.
  • 751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.