Tucker Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Tucker Asset 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 Q4	$32.4K	Hold	193	–	–	0.01%	376
2025 Q3	$31.8K	Hold	193	–	–	0.01%	204
2025 Q2	$29K	Hold	193	–	–	0.01%	188
2025 Q1	$24.5K	Hold	193	–	–	0.01%	196
2024 Q4	$26.9K	Hold	193	–	–	﹤0.01%	495
2024 Q3	$25.5K	Buy	193 +106	+122%	+$13.5K	0.01%	471
2024 Q2	$11.1K	Sell	87 -97	-53%	-$11.6K	﹤0.01%	797
2024 Q1	$21.6K	Buy	184 +97	+111%	+$10.8K	0.01%	643
2023 Q4	$9.06K	Hold	87	–	–	﹤0.01%	723
2023 Q3	$8.25K	Hold	87	–	–	﹤0.01%	702
2023 Q2	$8.49K	Hold	87	–	–	﹤0.01%	571
2023 Q1	$7.72K	Hold	87	–	–	﹤0.01%	605
2022 Q4	$7.11K	Sell	87 -44	-34%	-$3.68K	﹤0.01%	393
2022 Q3	$11K	Buy	+131	New	+$11.8K	﹤0.01%	319

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 $374B AUM 17.66% 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

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

Align Financial Hermantown, Minnesota $176M AUM

Tucker Asset Management's IUSG Position: Q4 2025 in Review

Tucker Asset Management held its iShares Core S&P US Growth ETF (IUSG) position steady in Q4 2025 at 193 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #376.

Tucker Asset Management first reported a position in IUSG in Q3 2022 and has held it in 14 quarters since. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Tucker Asset Management held 193 shares of iShares Core S&P US Growth ETF worth $32.4K as of Q4 2025.
Tucker Asset Management left its iShares Core S&P US Growth ETF share count unchanged in Q4 2025.
iShares Core S&P US Growth ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #376 holding.
Tucker Asset Management first reported a position in iShares Core S&P US Growth ETF in Q3 2022 and has held it in 14 quarters since.
878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.