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Sagespring Wealth Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sagespring Wealth Partners’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
-1,728
Closed -$220K – 725
2025
Q1 		$220K Sell
1,728
-708
-29% -$97.9K 0.01% 614
2024
Q4 		$339K Buy
+2,436
New +$334K 0.01% 442

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

Sagespring Wealth Partners's IUSG Position: Q2 2025 in Review

Sagespring Wealth Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 1,728 shares — an estimated $220K sold.

Sagespring Wealth Partners first reported a position in IUSG in Q4 2024 and held it in 2 quarters. The position peaked at $339K in Q4 2024. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

  • Sagespring Wealth Partners reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 1,728 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $220K.
  • Sagespring Wealth Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 2 quarters.
  • Sagespring Wealth Partners's iShares Core S&P US Growth ETF position peaked at $339K in Q4 2024.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Sagespring Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.