Sittner & Nelson’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Sittner & Nelson’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	-148	Closed	-$22.3K	–	497
2025 Q2	$22.3K	Hold	148	–	–	0.01%	312
2025 Q1	$18.8K	Hold	148	–	–	0.01%	317
2024 Q4	$20.6K	Buy	+148	New	+$20.3K	0.01%	296
2023 Q4	–	Sell	-213	Closed	-$20.2K	–	475
2023 Q3	$20.2K	Hold	213	–	–	0.01%	275
2023 Q2	$20.8K	Hold	213	–	–	0.01%	276
2023 Q1	$18.9K	Hold	213	–	–	0.01%	302
2022 Q4	$17.4K	Hold	213	–	–	0.01%	290
2022 Q3	$17K	Hold	213	–	–	0.01%	280
2022 Q2	$18K	Hold	213	–	–	0.01%	299
2022 Q1	$23K	Buy	+213	New	+$22.1K	0.01%	265

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sittner & Nelson's IUSG Position: Q3 2025 in Review

Sittner & Nelson sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 148 shares — an estimated $22.3K sold.

Sittner & Nelson first reported a position in IUSG in Q1 2022 and held it in 10 quarters. The position peaked at $23K in Q1 2022. 821 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Sittner & Nelson reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
Sittner & Nelson sold 148 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $22.3K.
Sittner & Nelson first reported a position in iShares Core S&P US Growth ETF in Q1 2022 and held it in 10 quarters.
Sittner & Nelson's iShares Core S&P US Growth ETF position peaked at $23K in Q1 2022.
821 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Sittner & Nelson's 13F filing for Q3 2025, filed 14 Nov 2025.