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von Borstel & Associates’s iShares Core S&P US Growth ETF IUSG Stock Holding History

von Borstel & Associates’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
Q2 		– Sell
-195
Closed -$24K – 86
2025
Q1 		$24K Buy
+195
New +$27K 0.01% 105

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

von Borstel & Associates's IUSG Position: Q2 2025 in Review

von Borstel & Associates sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 195 shares — an estimated $24K sold.

von Borstel & Associates first reported a position in IUSG in Q1 2025 and held it in 1 quarter. The position peaked at $24K in Q1 2025. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

  • von Borstel & Associates reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
  • von Borstel & Associates sold 195 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $24K.
  • von Borstel & Associates first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and held it in 1 quarter.
  • von Borstel & Associates's iShares Core S&P US Growth ETF position peaked at $24K in Q1 2025.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.