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

RTD Financial 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
-3,778
Closed -$480K – 114
2025
Q1 		$480K Sell
3,778
-8
-0.2% -$1.11K 0.06% 83
2024
Q4 		$528K Sell
3,786
-486
-11% -$66.7K 0.07% 77
2024
Q3 		$564K Buy
4,272
+8
+0.2% +$1.02K 0.07% 77
2024
Q2 		$544K Buy
+4,264
New +$509K 0.07% 76

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

RTD Financial Advisors's IUSG Position: Q2 2025 in Review

RTD Financial Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 3,778 shares — an estimated $480K sold.

RTD Financial Advisors first reported a position in IUSG in Q2 2024 and held it in 4 quarters. The position peaked at $564K in Q3 2024. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

  • RTD Financial Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
  • RTD Financial Advisors sold 3,778 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $480K.
  • RTD Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 4 quarters.
  • RTD Financial Advisors's iShares Core S&P US Growth ETF position peaked at $564K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on RTD Financial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.