Puff Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Puff Wealth Management’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 Q4	–	Sell	-2,742	Closed	-$451K	–	71
2025 Q3	$451K	Sell	2,742 -233	-8%	-$36.6K	0.69%	40
2025 Q2	$447K	Buy	2,975 +3	+0.1%	+$407	0.33%	66
2025 Q1	$378K	Buy	2,972 +3	+0.1%	+$415	0.35%	62
2024 Q4	$414K	Buy	+2,969	New	+$407K	0.72%	40

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

MFG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Puff Wealth Management's IUSG Position: Q4 2025 in Review

Puff Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 2,742 shares — an estimated $451K sold.

Puff Wealth Management first reported a position in IUSG in Q4 2024 and held it in 4 quarters. The position peaked at $451K in Q3 2025. 879 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Puff Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
Puff Wealth Management sold 2,742 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $451K.
Puff Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 4 quarters.
Puff Wealth Management's iShares Core S&P US Growth ETF position peaked at $451K in Q3 2025.
879 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Puff Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.