The Family Firm’s iShares Core S&P US Growth ETF IUSG Stock Holding History

The Family Firm’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	$1.98M	Buy	13,193 +9	+0.1%	+$1.22K	0.48%	54
2025 Q1	$1.68M	Buy	13,184 +9	+0.1%	+$1.25K	0.37%	56
2024 Q4	$1.84M	Buy	13,175 +10	+0.1%	+$1.37K	0.41%	52
2024 Q3	$1.74M	Sell	13,165 -149	-1%	-$18.9K	0.38%	54
2024 Q2	$1.7M	Sell	13,314 -1,075	-7%	-$128K	0.38%	50
2024 Q1	$1.69M	Sell	14,389 -37	-0.3%	-$4.12K	0.41%	51
2023 Q4	$1.5M	Sell	14,426 -2,367	-14%	-$233K	0.39%	54
2023 Q3	$1.59M	Sell	16,793 -842	-5%	-$82.6K	0.45%	50
2023 Q2	$1.72M	Buy	17,635 +23	+0.1%	+$2.11K	0.46%	48
2023 Q1	$1.56M	Buy	17,612 +390	+2%	+$33.2K	0.43%	49
2022 Q4	$1.4M	Buy	17,222 +3,634	+27%	+$304K	0.41%	53
2022 Q3	$1.09M	Hold	13,588	–	–	0.35%	59
2022 Q2	$1.14M	Buy	13,588 +12	+0.1%	+$1.1K	0.34%	60
2022 Q1	$1.43M	Buy	13,576 +219	+2%	+$22.8K	0.38%	57
2021 Q4	$1.54M	Buy	13,357 +9	+0.1%	+$1K	0.4%	50
2021 Q3	$1.44M	Buy	13,348 +10	+0.1%	+$1.06K	0.38%	55
2021 Q2	$1.35M	Sell	13,338 -407	-3%	-$39.2K	0.37%	57
2021 Q1	$1.25M	Hold	13,745	–	–	0.36%	56
2020 Q4	$1.21M	Buy	13,745 +574	+4%	+$48.3K	0.36%	56
2020 Q3	$1.05M	Sell	13,171 -595	-4%	-$46.6K	0.38%	53
2020 Q2	$989K	Sell	13,766 -541	-4%	-$35.9K	0.37%	55
2020 Q1	$817K	Hold	14,307	–	–	0.35%	56
2019 Q4	$968K	Buy	14,307 +24	+0.2%	+$1.55K	0.33%	57
2019 Q3	$898K	Hold	14,283	–	–	0.32%	59
2019 Q2	$895K	Buy	14,283 +13	+0.1%	+$800	0.32%	61
2019 Q1	$861K	Buy	14,270 +10	+0.1%	+$574	0.31%	57
2018 Q4	$752K	Buy	14,260 +20	+0.1%	+$1.13K	0.3%	57
2018 Q3	$885K	Buy	14,240 +9	+0.1%	+$543	0.32%	58
2018 Q2	$814K	Hold	14,231	–	–	0.31%	56
2018 Q1	$777K	Sell	14,231 -344	-2%	-$19.3K	0.3%	57
2017 Q4	$784K	Buy	14,575 +22	+0.2%	+$1.16K	0.31%	56
2017 Q3	$735K	Sell	14,553 -302	-2%	-$15K	0.31%	58
2017 Q2	$716K	Hold	14,855	–	–	0.32%	57
2017 Q1	$689K	Buy	14,855 +8	+0.1%	+$362	0.33%	53
2016 Q4	$637K	Sell	14,847 -687	-4%	-$29.1K	0.3%	55
2016 Q3	$661K	Buy	15,534 +10	+0.1%	+$424	0.31%	54
2016 Q2	$634K	Hold	15,524	–	–	0.31%	52
2016 Q1	$630K	Sell	15,524 -128	-0.8%	-$4.91K	0.32%	54
2015 Q4	$635K	Buy	15,652 +8	+0.1%	+$326	0.34%	53
2015 Q3	$594K	Sell	15,644 -96	-0.6%	-$3.87K	0.32%	54
2015 Q2	$640K	Buy	15,740 +12	+0.1%	+$495	0.33%	51
2015 Q1	$639K	Sell	15,728 -1,530	-9%	-$61.1K	0.33%	47
2014 Q4	$676K	Buy	+17,258	New	+$659K	0.35%	47

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 $424B AUM 22.94% 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

The Family Firm's IUSG Position: Q2 2025 in Review

The Family Firm increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.07% in Q2 2025, buying an estimated $1.22K and bringing the position to 13,193 shares worth $1.98M. The position accounts for 0.48% of the portfolio, ranked #54.

The Family Firm first reported a position in IUSG in Q4 2014 and has held it in 43 quarters since. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

The Family Firm held 13,193 shares of iShares Core S&P US Growth ETF worth $1.98M as of Q2 2025.
The Family Firm bought 9 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $1.22K.
iShares Core S&P US Growth ETF made up 0.48% of The Family Firm's portfolio in Q2 2025, its #54 holding.
The Family Firm first reported a position in iShares Core S&P US Growth ETF in Q4 2014 and has held it in 43 quarters since.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.