Strategic Financial Concepts’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Strategic Financial Concepts’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	-2,092	Closed	-$266K	–	324
2025 Q1	$266K	Sell	2,092 -235	-10%	-$32.5K	0.05%	260
2024 Q4	$324K	Buy	+2,327	New	+$319K	0.06%	229
2024 Q3	–	Sell	-169,409	Closed	-$101K	–	473
2024 Q2	$101K	Buy	169,409 +167,255	+7,765%	+$20M	0.06%	183
2024 Q1	$252K	Buy	+2,154	New	+$240K	0.06%	257
2023 Q4	–	Sell	-2,181	Closed	-$207K	–	197
2023 Q3	$207K	Buy	2,181 +28	+1%	+$2.75K	0.07%	240
2023 Q2	$210K	Buy	+2,153	New	+$197K	0.08%	227

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

Strategic Financial Concepts's IUSG Position: Q2 2025 in Review

Strategic Financial Concepts sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 2,092 shares — an estimated $266K sold.

Strategic Financial Concepts first reported a position in IUSG in Q2 2023 and held it in 6 quarters. The position peaked at $324K in Q4 2024. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

Strategic Financial Concepts reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
Strategic Financial Concepts sold 2,092 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $266K.
Strategic Financial Concepts first reported a position in iShares Core S&P US Growth ETF in Q2 2023 and held it in 6 quarters.
Strategic Financial Concepts's iShares Core S&P US Growth ETF position peaked at $324K in Q4 2024.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.