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

Richwood Investment 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 Q3	–	Sell	-1,460	Closed	-$220K	–	102
2025 Q2	$220K	Buy	+1,460	New	+$198K	0.18%	96
2025 Q1	–	Sell	-1,460	Closed	-$203K	–	101
2024 Q4	$203K	Buy	+1,460	New	+$200K	0.17%	99
2022 Q1	–	Sell	-1,460	Closed	-$169K	–	181
2021 Q4	$169K	Buy	+1,460	New	+$163K	0.15%	114

Other funds holding IUSG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MFG

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

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

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

Richwood Investment Advisors's IUSG Position: Q3 2025 in Review

Richwood Investment Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 1,460 shares — an estimated $220K sold.

Richwood Investment Advisors first reported a position in IUSG in Q4 2021 and held it in 3 quarters. The position peaked at $220K in Q2 2025. 819 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Richwood Investment Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
Richwood Investment Advisors sold 1,460 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $220K.
Richwood Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and held it in 3 quarters.
Richwood Investment Advisors's iShares Core S&P US Growth ETF position peaked at $220K in Q2 2025.
819 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Richwood Investment Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.