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

SageView 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	$234K	Sell	1,391 -168	-11%	-$28K	0.01%	545
2025 Q3	$256K	Buy	1,559 +87	+6%	+$13.7K	0.01%	562
2025 Q2	$230K	Buy	+1,472	New	+$200K	0.01%	563
2025 Q1	–	Sell	-1,468	Closed	-$205K	–	613
2024 Q4	$205K	Sell	1,468 -523	-26%	-$71.8K	0.01%	569
2024 Q3	$263K	Sell	1,991 -173	-8%	-$22K	0.01%	431
2024 Q2	$276K	Sell	2,164 -53,519	-96%	-$6.38M	0.01%	458
2024 Q1	$3.38M	Buy	55,683 +49,409	+788%	+$5.5M	0.17%	75
2023 Q4	$685K	Buy	6,274 +1,941	+45%	+$191K	0.03%	327
2023 Q3	$411K	Sell	4,333 -552	-11%	-$54.2K	0.02%	358
2023 Q2	$477K	Buy	+4,885	New	+$448K	0.03%	359
2023 Q1	–	Sell	-9,395	Closed	-$766K	–	471
2022 Q4	$766K	Buy	+9,395	New	+$785K	0.06%	185

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

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

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

Align Financial Hermantown, Minnesota $202M AUM

SageView Advisory Group's IUSG Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares Core S&P US Growth ETF (IUSG) stake by 11% in Q4 2025, selling an estimated $28K and leaving 1,391 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #545.

SageView Advisory Group first reported a position in IUSG in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.38M in Q1 2024. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

SageView Advisory Group held 1,391 shares of iShares Core S&P US Growth ETF worth $234K as of Q4 2025.
SageView Advisory Group sold 168 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $28K.
iShares Core S&P US Growth ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #545 holding.
SageView Advisory Group first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's iShares Core S&P US Growth ETF position peaked at $3.38M in Q1 2024.
878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.