Wood Tarver Financial Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Wood Tarver Financial Group’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	–	Sell	-281	Closed	-$42K	–	388
2025 Q2	$42K	Buy	281 +3	+1%	+$407	0.01%	291
2025 Q1	$35.3K	Buy	278 +13	+5%	+$1.8K	0.01%	297
2024 Q4	$36K	Buy	+265	New	+$36.4K	0.01%	292

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wood Tarver Financial Group's IUSG Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2025, closing a stake of 281 shares — an estimated $42K sold.

Wood Tarver Financial Group first reported a position in IUSG in Q4 2024 and held it in 3 quarters. The position peaked at $42K in Q2 2025. 822 funds tracked by Wall St. Rank hold IUSG as of Q3 2025.

Wood Tarver Financial Group reported no remaining iShares Core S&P US Growth ETF position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 281 iShares Core S&P US Growth ETF shares in Q3 2025, an estimated $42K.
Wood Tarver Financial Group first reported a position in iShares Core S&P US Growth ETF in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's iShares Core S&P US Growth ETF position peaked at $42K in Q2 2025.
822 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.