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Safeguard Investment Advisory Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Safeguard Investment Advisory Group’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
-1,492
Closed -$246K – 154
2025
Q3 		$246K Buy
+1,492
New +$234K 0.06% 116
2021
Q1 		– Sell
-24
Closed -$2K – 384
2020
Q4 		$2K Buy
+24
New +$2.02K ﹤0.01% 626

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Safeguard Investment Advisory Group's IUSG Position: Q4 2025 in Review

Safeguard Investment Advisory Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 1,492 shares — an estimated $246K sold.

Safeguard Investment Advisory Group first reported a position in IUSG in Q4 2020 and held it in 2 quarters. The position peaked at $246K in Q3 2025. 879 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • Safeguard Investment Advisory Group reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,492 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $246K.
  • Safeguard Investment Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 2 quarters.
  • Safeguard Investment Advisory Group's iShares Core S&P US Growth ETF position peaked at $246K in Q3 2025.
  • 879 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.