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

Proffitt & Goodson’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
-41
Closed -$5.71K – 269
2024
Q4 		$5.71K Buy
+41
New +$5.63K ﹤0.01% 215

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

Proffitt & Goodson's IUSG Position: Q1 2025 in Review

Proffitt & Goodson sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 41 shares — an estimated $5.71K sold.

Proffitt & Goodson first reported a position in IUSG in Q4 2024 and held it in 1 quarter. The position peaked at $5.71K in Q4 2024. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

  • Proffitt & Goodson reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 41 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $5.71K.
  • Proffitt & Goodson first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 1 quarter.
  • Proffitt & Goodson's iShares Core S&P US Growth ETF position peaked at $5.71K in Q4 2024.
  • 751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Proffitt & Goodson's 13F filing for Q1 2025, filed 29 Apr 2025.