Tradewinds LLC’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Tradewinds LLC’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	-41,143	Closed	-$6.19M	–	237
2025 Q2	$6.19M	Buy	+41,143	New	+$5.58M	4.7%	3

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tradewinds LLC's IUSG Position: Q3 2025 in Review

Tradewinds LLC sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 41,143 shares — an estimated $6.19M sold.

Tradewinds LLC first reported a position in IUSG in Q2 2025 and held it in 1 quarter. The position peaked at $6.19M in Q2 2025. 820 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Tradewinds LLC reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
Tradewinds LLC sold 41,143 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $6.19M.
Tradewinds LLC first reported a position in iShares Core S&P US Growth ETF in Q2 2025 and held it in 1 quarter.
Tradewinds LLC's iShares Core S&P US Growth ETF position peaked at $6.19M in Q2 2025.
820 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Tradewinds LLC's 13F filing for Q3 2025, filed 29 Oct 2025.