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Summit Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Summit Investment Advisors’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 		$298K Buy
1,956
+1
+0.1% +$136 0.25% 49
2025
Q1 		$258K Buy
1,955
+1
+0.1% +$138 0.23% 48
2024
Q4 		$285K Buy
+1,954
New +$268K 0.25% 45

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Investment Advisors's IUSG Position: Q2 2025 in Review

Summit Investment Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.05% in Q2 2025, buying an estimated $136 and bringing the position to 1,956 shares worth $298K. The position accounts for 0.25% of the portfolio, ranked #49.

Summit Investment Advisors first reported a position in IUSG in Q4 2024 and has held it in 3 quarters since. 796 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

  • Summit Investment Advisors held 1,956 shares of iShares Core S&P US Growth ETF worth $298K as of Q2 2025.
  • Summit Investment Advisors bought 1 iShares Core S&P US Growth ETF share in Q2 2025, an estimated $136.
  • iShares Core S&P US Growth ETF made up 0.25% of Summit Investment Advisors's portfolio in Q2 2025, its #49 holding.
  • Summit Investment Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.