Total Investment Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Total Investment Management’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	-141	Closed	-$21.2K	–	459
2025 Q2	$21.2K	Buy	+141	New	+$19.1K	﹤0.01%	248
2018 Q4	–	Sell	-25,460	Closed	-$1.58M	–	52
2018 Q3	$1.58M	Buy	25,460 +5	+0%	+$302	0.35%	16
2018 Q2	$1.46M	Buy	25,455 +1,581	+7%	+$89.4K	0.34%	16
2018 Q1	$1.3M	Buy	23,874 +1,606	+7%	+$90.1K	0.33%	17
2017 Q4	$1.2M	Buy	22,268 +1,613	+8%	+$84.8K	0.35%	15
2017 Q3	$1.04M	Buy	20,655 +386	+2%	+$19.1K	0.36%	15
2017 Q2	$977K	Buy	20,269 +168	+0.8%	+$8.02K	0.32%	17
2017 Q1	$932K	Buy	20,101 +577	+3%	+$26.1K	0.31%	17
2016 Q4	$838K	Buy	+19,524	New	+$828K	0.27%	18

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Total Investment Management's IUSG Position: Q3 2025 in Review

Total Investment Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 141 shares — an estimated $21.2K sold.

Total Investment Management first reported a position in IUSG in Q4 2016 and held it in 9 quarters. The position peaked at $1.58M in Q3 2018. 819 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Total Investment Management reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 141 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $21.2K.
Total Investment Management first reported a position in iShares Core S&P US Growth ETF in Q4 2016 and held it in 9 quarters.
Total Investment Management's iShares Core S&P US Growth ETF position peaked at $1.58M in Q3 2018.
819 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.