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Trust Company of Vermont’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Trust Company of Vermont’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
Q4 		$520K Hold
3,098
– – 0.02% 253
2025
Q3 		$510K Hold
3,098
– – 0.02% 256
2025
Q2 		$466K Buy
3,098
+778
+34% +$105K 0.02% 259
2025
Q1 		$295K Buy
2,320
+2,253
+3,363% +$312K 0.01% 295
2024
Q4 		$9.34K Buy
+67
New +$9.2K ﹤0.01% 775

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM

Trust Company of Vermont's IUSG Position: Q4 2025 in Review

Trust Company of Vermont held its iShares Core S&P US Growth ETF (IUSG) position steady in Q4 2025 at 3,098 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #253.

Trust Company of Vermont first reported a position in IUSG in Q4 2024 and has held it in 5 quarters since. 879 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • Trust Company of Vermont held 3,098 shares of iShares Core S&P US Growth ETF worth $520K as of Q4 2025.
  • Trust Company of Vermont left its iShares Core S&P US Growth ETF share count unchanged in Q4 2025.
  • iShares Core S&P US Growth ETF made up 0.02% of Trust Company of Vermont's portfolio in Q4 2025, its #253 holding.
  • Trust Company of Vermont first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.