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Watts Gwilliam & Co’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Watts Gwilliam & Co’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
Q3 		$529K Hold
3,215
– – 0.09% 129
2025
Q2 		$526K Buy
3,215
+899
+39% +$122K 0.09% 130
2025
Q1 		$294K Hold
2,316
– – 0.06% 163
2024
Q4 		$325K Hold
2,316
– – 0.07% 160
2024
Q3 		$306K Buy
+2,316
New +$295K 0.07% 156
2024
Q1 		$274K Buy
+2,316
New +$258K 0.08% 145

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 $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Watts Gwilliam & Co's IUSG Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares Core S&P US Growth ETF (IUSG) position steady in Q3 2025 at 3,215 shares worth $529K. The position accounts for 0.09% of the portfolio, ranked #129.

Watts Gwilliam & Co first reported a position in IUSG in Q1 2024 and has held it in 6 quarters since. 819 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

  • Watts Gwilliam & Co held 3,215 shares of iShares Core S&P US Growth ETF worth $529K as of Q3 2025.
  • Watts Gwilliam & Co left its iShares Core S&P US Growth ETF share count unchanged in Q3 2025.
  • iShares Core S&P US Growth ETF made up 0.09% of Watts Gwilliam & Co's portfolio in Q3 2025, its #129 holding.
  • Watts Gwilliam & Co first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.