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

WFA 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 Q2	–	Sell	-120	Closed	-$14.1K	–	224
2025 Q1	$14.1K	Buy	+120	New	+$16.6K	0.01%	173
2024 Q2	–	Sell	-120	Closed	-$14.1K	–	225
2024 Q1	$14.1K	Buy	+120	New	+$13.3K	0.01%	174

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

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

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

WFA Asset Management's IUSG Position: Q2 2025 in Review

WFA Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 120 shares — an estimated $14.1K sold.

WFA Asset Management first reported a position in IUSG in Q1 2024 and held it in 2 quarters. The position peaked at $14.1K in Q1 2025. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

WFA Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
WFA Asset Management sold 120 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $14.1K.
WFA Asset Management first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and held it in 2 quarters.
WFA Asset Management's iShares Core S&P US Growth ETF position peaked at $14.1K in Q1 2025.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on WFA Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.