Stonebridge Financial Group (Pennsylvania)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	-629	Closed	-$80K	–	570
2025 Q1	$80K	Buy	629 +326	+108%	+$45.1K	0.01%	316
2024 Q4	$42.2K	Buy	+303	New	+$41.6K	﹤0.01%	410

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

Stonebridge Financial Group (Pennsylvania)'s IUSG Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 629 shares — an estimated $80K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IUSG in Q4 2024 and held it in 2 quarters. The position peaked at $80K in Q1 2025. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 629 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $80K.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 2 quarters.
Stonebridge Financial Group (Pennsylvania)'s iShares Core S&P US Growth ETF position peaked at $80K in Q1 2025.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.