Raleigh Capital Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Raleigh Capital 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 Q1	–	Sell	-315	Closed	-$43.9K	–	799
2024 Q4	$43.9K	Buy	315 +1	+0.3%	+$137	0.02%	335
2024 Q3	$41.5K	Hold	314	–	–	0.02%	344
2024 Q2	$40K	Buy	314 +1	+0.3%	+$119	0.02%	328
2024 Q1	$36.7K	Buy	+313	New	+$34.8K	0.02%	338

Other funds holding IUSG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Raleigh Capital Management's IUSG Position: Q1 2025 in Review

Raleigh Capital Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 315 shares — an estimated $43.9K sold.

Raleigh Capital Management first reported a position in IUSG in Q1 2024 and held it in 4 quarters. The position peaked at $43.9K in Q4 2024. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

Raleigh Capital Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 315 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $43.9K.
Raleigh Capital Management first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and held it in 4 quarters.
Raleigh Capital Management's iShares Core S&P US Growth ETF position peaked at $43.9K in Q4 2024.
751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.