Y-Intercept (HK)’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Y-Intercept (HK)’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	-16,405	Closed	-$2.08M	–	1815
2025 Q1	$2.08M	Buy	+16,405	New	+$2.27M	0.14%	179
2024 Q1	–	Sell	-19,102	Closed	-$1.99M	–	1563
2023 Q4	$1.99M	Buy	+19,102	New	+$1.88M	0.19%	130
2023 Q3	–	Sell	-9,069	Closed	-$885K	–	1315
2023 Q2	$885K	Sell	9,069 -11,252	-55%	-$1.03M	0.09%	350
2023 Q1	$1.8M	Buy	+20,321	New	+$1.73M	0.21%	115
2022 Q4	–	Sell	-9,481	Closed	-$760K	–	1166
2022 Q3	$760K	Buy	9,481 +4,620	+95%	+$416K	0.08%	382
2022 Q2	$407K	Buy	+4,861	New	+$446K	0.05%	485
2021 Q4	–	Sell	-5,144	Closed	-$527K	–	722
2021 Q3	$527K	Buy	+5,144	New	+$543K	0.1%	321

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

Y-Intercept (HK)'s IUSG Position: Q2 2025 in Review

Y-Intercept (HK) sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2025, closing a stake of 16,405 shares — an estimated $2.08M sold.

Y-Intercept (HK) first reported a position in IUSG in Q3 2021 and held it in 7 quarters. The position peaked at $2.08M in Q1 2025. 793 funds tracked by Wall St. Rank hold IUSG as of Q2 2025.

Y-Intercept (HK) reported no remaining iShares Core S&P US Growth ETF position as of Q2 2025 after selling out during the quarter.
Y-Intercept (HK) sold 16,405 iShares Core S&P US Growth ETF shares in Q2 2025, an estimated $2.08M.
Y-Intercept (HK) first reported a position in iShares Core S&P US Growth ETF in Q3 2021 and held it in 7 quarters.
Y-Intercept (HK)'s iShares Core S&P US Growth ETF position peaked at $2.08M in Q1 2025.
793 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2025.

Based on Y-Intercept (HK)'s 13F filing for Q2 2025, filed 1 Aug 2025.