Stephens Consulting’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Stephens Consulting’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	$463K	Hold	2,754	–	–	0.15%	37
2025 Q3	$453K	Hold	2,754	–	–	0.16%	37
2025 Q2	$414K	Hold	2,754	–	–	0.1%	71
2025 Q1	$350K	Hold	2,754	–	–	0.09%	71
2024 Q4	$384K	Hold	2,754	–	–	0.1%	73
2024 Q3	$363K	Hold	2,754	–	–	0.09%	72
2024 Q2	$351K	Hold	2,754	–	–	0.1%	64
2024 Q1	$323K	Hold	2,754	–	–	0.1%	65
2023 Q4	$287K	Hold	2,754	–	–	0.1%	66
2023 Q3	$261K	Sell	2,754 -28	-1%	-$2.75K	0.11%	64
2023 Q2	$272K	Hold	2,782	–	–	0.11%	63
2023 Q1	$247K	Buy	2,782 +28	+1%	+$2.38K	0.15%	70
2022 Q4	$225K	Hold	2,754	–	–	0.15%	66
2022 Q3	$221K	Hold	2,754	–	–	0.2%	66
2022 Q2	$231K	Hold	2,754	–	–	0.19%	62
2022 Q1	$291K	Sell	2,754 -634	-19%	-$65.9K	0.24%	61
2021 Q4	$392K	Buy	+3,388	New	+$378K	0.32%	50

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 $8.74B AUM 14.62% 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 $176M AUM

Stephens Consulting's IUSG Position: Q4 2025 in Review

Stephens Consulting held its iShares Core S&P US Growth ETF (IUSG) position steady in Q4 2025 at 2,754 shares worth $463K. The position accounts for 0.15% of the portfolio, ranked #37.

Stephens Consulting first reported a position in IUSG in Q4 2021 and has held it in 17 quarters since. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Stephens Consulting held 2,754 shares of iShares Core S&P US Growth ETF worth $463K as of Q4 2025.
Stephens Consulting left its iShares Core S&P US Growth ETF share count unchanged in Q4 2025.
iShares Core S&P US Growth ETF made up 0.15% of Stephens Consulting's portfolio in Q4 2025, its #37 holding.
Stephens Consulting first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 17 quarters since.
878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.