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Sand Hill Global Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sand Hill Global 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
Q3 		– Sell
-10,409
Closed -$1.57M – 205
2025
Q2 		$1.57M Hold
10,409
– – 0.06% 109
2025
Q1 		$1.32M Hold
10,409
– – 0.05% 106
2024
Q4 		$1.45M Hold
10,409
– – 0.06% 101
2024
Q3 		$1.37M Sell
10,409
-1,191
-10% -$151K 0.06% 101
2024
Q2 		$1.48M Buy
+11,600
New +$1.38M 0.07% 100

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 22.9% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Sand Hill Global Advisors's IUSG Position: Q3 2025 in Review

Sand Hill Global Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 10,409 shares — an estimated $1.57M sold.

Sand Hill Global Advisors first reported a position in IUSG in Q2 2024 and held it in 5 quarters. The position peaked at $1.57M in Q2 2025. 822 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

  • Sand Hill Global Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Sand Hill Global Advisors sold 10,409 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $1.57M.
  • Sand Hill Global Advisors first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and held it in 5 quarters.
  • Sand Hill Global Advisors's iShares Core S&P US Growth ETF position peaked at $1.57M in Q2 2025.
  • 822 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Sand Hill Global Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.