9258 Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

9258 Wealth 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
2024 Q3	$868K	Sell	6,581 -65	-1%	-$8.27K	0.13%	135
2024 Q2	$847K	Sell	6,646 -15	-0.2%	-$1.79K	0.13%	135
2024 Q1	$781K	Sell	6,661 -95	-1%	-$10.6K	0.12%	145
2023 Q4	$703K	Sell	6,756 -17	-0.3%	-$1.68K	0.12%	147
2023 Q3	$642K	Sell	6,773 -60	-0.9%	-$5.89K	0.12%	146
2023 Q2	$667K	Sell	6,833 -60	-0.9%	-$5.5K	0.13%	145
2023 Q1	$612K	Sell	6,893 -50	-0.7%	-$4.26K	0.12%	152
2022 Q4	$566K	Sell	6,943 -176	-2%	-$14.7K	0.12%	158
2022 Q3	$571K	Sell	7,119 -196	-3%	-$17.6K	0.15%	152
2022 Q2	$612K	Buy	7,315 +56	+0.8%	+$5.13K	0.16%	152
2022 Q1	$767K	Sell	7,259 -1,507	-17%	-$157K	0.18%	140
2021 Q4	$1.01M	Buy	8,766 +1,500	+21%	+$167K	0.23%	103
2021 Q3	$744K	Hold	7,266	–	–	0.2%	126
2021 Q2	$734K	Hold	7,266	–	–	0.2%	129
2021 Q1	$660K	Hold	7,266	–	–	0.2%	129
2020 Q4	$644K	Hold	7,266	–	–	0.21%	123
2020 Q3	$565K	Hold	7,266	–	–	0.21%	119
2020 Q2	$522K	Sell	7,266 -50	-0.7%	-$3.32K	0.21%	131
2020 Q1	$470K	Sell	7,316 -800	-10%	-$52.7K	0.21%	132
2019 Q4	$549K	Buy	+8,116	New	+$526K	0.2%	135

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

9258 Wealth Management's IUSG Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.98% in Q3 2024, selling an estimated $8.27K and leaving 6,581 shares worth $868K. The position accounts for 0.13% of the portfolio, ranked #135.

9258 Wealth Management first reported a position in IUSG in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.01M in Q4 2021. 694 funds tracked by Wall St. Rank hold IUSG as of Q3 2024.

9258 Wealth Management held 6,581 shares of iShares Core S&P US Growth ETF worth $868K as of Q3 2024.
9258 Wealth Management sold 65 iShares Core S&P US Growth ETF shares in Q3 2024, an estimated $8.27K.
iShares Core S&P US Growth ETF made up 0.13% of 9258 Wealth Management's portfolio in Q3 2024, its #135 holding.
9258 Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 20 quarters since.
9258 Wealth Management's iShares Core S&P US Growth ETF position peaked at $1.01M in Q4 2021.
694 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.