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Whipplewood Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Whipplewood Advisors’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
-51
Closed -$9.4K – 1235
2025
Q1 		$9.4K Buy
+51
New +$7.05K 0.01% 572

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

Whipplewood Advisors's IUSG Position: Q2 2025 in Review

Whipplewood Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 51 shares — an estimated $9.4K sold.

Whipplewood Advisors first reported a position in IUSG in Q1 2025 and held it in 1 quarter. The position peaked at $9.4K in Q1 2025. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

  • Whipplewood Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 51 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $9.4K.
  • Whipplewood Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2025 and held it in 1 quarter.
  • Whipplewood Advisors's iShares Core S&P US Growth ETF position peaked at $9.4K in Q1 2025.
  • 793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.