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Strategic Wealth Investment Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Strategic Wealth Investment Group’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
-88
Closed -$13.2K – 164
2025
Q2 		$13.2K Buy
+88
New +$11.9K 0.02% 86

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Investment Group's IUSG Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 88 shares — an estimated $13.2K sold.

Strategic Wealth Investment Group first reported a position in IUSG in Q2 2025 and held it in 1 quarter. The position peaked at $13.2K in Q2 2025. 819 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 88 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $13.2K.
  • Strategic Wealth Investment Group first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's iShares Core S&P US Growth ETF position peaked at $13.2K in Q2 2025.
  • 819 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.