Safe Harbor Fiduciary’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Safe Harbor Fiduciary’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	-19	Closed	-$2.42K	–	247
2025 Q1	$2.42K	Buy	+19	New	+$2.63K	﹤0.01%	181

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

MFG

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

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

Safe Harbor Fiduciary's IUSG Position: Q2 2025 in Review

Safe Harbor Fiduciary sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 19 shares — an estimated $2.42K sold.

Safe Harbor Fiduciary first reported a position in IUSG in Q1 2025 and held it in 1 quarter. The position peaked at $2.42K in Q1 2025. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

Safe Harbor Fiduciary reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
Safe Harbor Fiduciary sold 19 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $2.42K.
Safe Harbor Fiduciary first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and held it in 1 quarter.
Safe Harbor Fiduciary's iShares Core S&P US Growth ETF position peaked at $2.42K in Q1 2025.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.