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Vantage Financial Partners (Wisconsin)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$14.6M Buy
86,798
+796
+0.9% +$133K 2.96% 8
2025
Q3 		$14.2M Buy
86,002
+1,737
+2% +$273K 2.98% 9
2025
Q2 		$12.7M Sell
84,265
-32,286
-28% -$4.38M 2.92% 8
2025
Q1 		$14.8M Buy
116,551
+3,657
+3% +$506K 3.68% 7
2024
Q4 		$15.7M Buy
112,894
+1,738
+2% +$239K 3.94% 6
2024
Q3 		$14.7M Buy
111,156
+3,958
+4% +$503K 3.64% 8
2024
Q2 		$13.7M Buy
107,198
+5,282
+5% +$630K 3.55% 8
2024
Q1 		$11.9M Buy
101,916
+2,733
+3% +$304K 3.22% 10
2023
Q4 		$10.3M Buy
99,183
+5,767
+6% +$568K 3.03% 11
2023
Q3 		$8.86M Buy
93,416
+4,197
+5% +$412K 3.48% 9
2023
Q2 		$8.71M Buy
89,219
+5,693
+7% +$522K 3.26% 11
2023
Q1 		$7.41M Sell
83,526
-4,192
-5% -$357K 2.95% 13
2022
Q4 		$7.15M Sell
87,718
-25,648
-23% -$2.14M 4.26% 9
2022
Q3 		$9.09M Sell
113,366
-351,292
-76% -$31.6M 6.12% 5
2022
Q2 		$38.9M Sell
464,658
-109,137
-19% -$10M 22.95% 1
2022
Q1 		$60.6M Buy
573,795
+322,398
+128% +$33.5M 30.99% 1
2021
Q4 		$29.1M Buy
+251,397
New +$28M 11.38% 3

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 $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 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 $176M AUM

Vantage Financial Partners (Wisconsin)'s IUSG Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.93% in Q4 2025, buying an estimated $133K and bringing the position to 86,798 shares worth $14.6M. The position accounts for 2.96% of the portfolio, ranked #8.

Vantage Financial Partners (Wisconsin) first reported a position in IUSG in Q4 2021 and has held it in 17 quarters since. The position peaked at $60.6M in Q1 2022. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 86,798 shares of iShares Core S&P US Growth ETF worth $14.6M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 796 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $133K.
  • iShares Core S&P US Growth ETF made up 2.96% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #8 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares Core S&P US Growth ETF position peaked at $60.6M in Q1 2022.
  • 878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.