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

PSI 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
Q2 		– Sell
-287
Closed -$36.5K – 388
2025
Q1 		$36.5K Sell
287
-569
-66% -$78.7K 0.01% 287
2024
Q4 		$119K Sell
856
-29
-3% -$3.98K 0.04% 166
2024
Q3 		$117K Buy
885
+1
+0.1% +$127 0.03% 171
2024
Q2 		$113K Buy
884
+2
+0.2% +$239 0.04% 169
2024
Q1 		$103K Buy
882
+5
+0.6% +$556 0.04% 178
2023
Q4 		$91.2K Buy
877
+4
+0.5% +$394 0.03% 195
2023
Q3 		$82.8K Hold
873
– – 0.04% 193
2023
Q2 		$85.2K Sell
873
-85
-9% -$7.79K 0.04% 187
2023
Q1 		$85K Buy
958
+29
+3% +$2.47K 0.04% 171
2022
Q4 		$75.7K Sell
929
-1,925
-67% -$161K 0.04% 178
2022
Q3 		$229K Sell
2,854
-599
-17% -$53.9K 0.12% 104
2022
Q2 		$289K Buy
3,453
+1
+0% +$92 0.14% 105
2022
Q1 		$365K Buy
3,452
+1
+0% +$104 0.15% 108
2021
Q4 		$399K Buy
3,451
+1
+0% +$111 0.16% 105
2021
Q3 		$354K Buy
3,450
+88
+3% +$9.29K 0.16% 103
2021
Q2 		$339K Hold
3,362
– – 0.18% 102
2021
Q1 		$305K Sell
3,362
-199
-6% -$17.9K 0.18% 102
2020
Q4 		$315K Sell
3,561
-84
-2% -$7.07K 0.22% 90
2020
Q3 		$291K Buy
3,645
+1
+0% +$78 0.22% 87
2020
Q2 		$261K Sell
3,644
-141
-4% -$9.37K 0.21% 92
2020
Q1 		$211K Sell
3,785
-27
-0.7% -$1.78K 0.19% 96
2019
Q4 		$257K Buy
+3,812
New +$247K 0.17% 114

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
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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PSI Advisors's IUSG Position: Q2 2025 in Review

PSI Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 287 shares — an estimated $36.5K sold.

PSI Advisors first reported a position in IUSG in Q4 2019 and held it in 22 quarters. The position peaked at $399K in Q4 2021. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

  • PSI Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 287 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $36.5K.
  • PSI Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and held it in 22 quarters.
  • PSI Advisors's iShares Core S&P US Growth ETF position peaked at $399K in Q4 2021.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.