Venturi Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Venturi Wealth 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 Q1	–	Sell	-252	Closed	-$35.1K	–	1221
2024 Q4	$35.1K	Hold	252	–	–	﹤0.01%	1126
2024 Q3	$33.2K	Buy	252 +207	+460%	+$26.3K	﹤0.01%	879
2024 Q2	$5.74K	Hold	45	–	–	﹤0.01%	1204
2024 Q1	$5.28K	Hold	45	–	–	﹤0.01%	1074
2023 Q4	$4.68K	Hold	45	–	–	﹤0.01%	1039
2023 Q3	$4.27K	Hold	45	–	–	﹤0.01%	1018
2023 Q2	$4.39K	Hold	45	–	–	﹤0.01%	781
2023 Q1	$4K	Buy	+45	New	+$3.83K	﹤0.01%	872

Other funds holding IUSG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Venturi Wealth Management's IUSG Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2025, closing a stake of 252 shares — an estimated $35.1K sold.

Venturi Wealth Management first reported a position in IUSG in Q1 2023 and held it in 8 quarters. The position peaked at $35.1K in Q4 2024. 751 funds tracked by Wall St. Rank hold IUSG as of Q1 2025.

Venturi Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 252 iShares Core S&P US Growth ETF shares in Q1 2025, an estimated $35.1K.
Venturi Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q1 2023 and held it in 8 quarters.
Venturi Wealth Management's iShares Core S&P US Growth ETF position peaked at $35.1K in Q4 2024.
751 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.