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Sunbelt Securities’s
iShares Core S&P US Growth ETF
IUSG
Stock Holding History
Sunbelt Securities’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
2026
Q1
$3.06M
Sell
19,722
-3
-0%
-$494
0.19%
94
2025
Q4
$3.31M
Buy
19,725
+328
+2%
+$54.7K
0.22%
88
2025
Q3
$3.19M
Buy
19,397
+11,760
+154%
+$1.85M
0.22%
87
2025
Q2
$1.06M
Sell
7,637
-876
-10%
-$119K
0.09%
196
2025
Q1
$1.08M
Buy
8,513
+876
+11%
+$121K
0.1%
182
2024
Q4
$1.07M
Buy
7,637
+320
+4%
+$43.9K
0.09%
194
2024
Q3
$965K
Buy
7,317
+1,698
+30%
+$216K
0.09%
211
2024
Q2
$716K
Buy
5,619
+260
+5%
+$31K
0.07%
244
2024
Q1
$628K
Buy
5,359
+415
+8%
+$46.2K
0.07%
269
2023
Q4
$515K
Sell
4,944
-500
-9%
-$49.3K
0.06%
296
2023
Q3
$516K
Buy
5,444
+919
+20%
+$90.2K
0.07%
281
2023
Q2
$442K
Buy
4,525
+235
+5%
+$21.6K
0.06%
303
2023
Q1
$376K
Sell
4,290
-1,075
-20%
-$91.5K
0.06%
312
2022
Q4
$437K
Buy
5,365
+2,613
+95%
+$218K
0.09%
271
2022
Q3
$221K
Sell
2,752
-3,351
-55%
-$302K
0.05%
388
2022
Q2
$511K
Buy
+6,103
New
+$560K
0.11%
237
2020
Q1
–
Sell
-3,038
Closed
-$205K
–
510
2019
Q4
$205K
Sell
3,038
-1,098
-27%
-$71.1K
0.02%
535
2019
Q3
$260K
Buy
+4,136
New
+$262K
0.03%
455
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
$376B 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
MFG
Merit Financial Group
Alpharetta, Georgia
$13.4B AUM
19.09%
1-Year Est. Return
BTI
Blue Trust Inc
Alpharetta, Georgia
$8.74B AUM
14.62%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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