Advisory Alpha’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Advisory Alpha’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
2022 Q1	–	Sell	-3,209	Closed	-$371K	–	282
2021 Q4	$371K	Buy	3,209 +1,146	+56%	+$128K	0.02%	197
2021 Q3	$211K	Buy	+2,063	New	+$218K	0.01%	231
2020 Q4	–	Sell	-415	Closed	-$34K	–	359
2020 Q3	$34K	Buy	+415	New	+$32.5K	0.01%	247
2020 Q2	–	Sell	-105	Closed	-$6.57K	–	344
2020 Q1	$6.57K	Buy	+105	New	+$6.91K	﹤0.01%	458

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Advisory Alpha's IUSG Position: Q1 2022 in Review

Advisory Alpha sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2022, closing a stake of 3,209 shares — an estimated $371K sold.

Advisory Alpha first reported a position in IUSG in Q1 2020 and held it in 4 quarters. The position peaked at $371K in Q4 2021. 526 funds tracked by Wall St. Rank hold IUSG as of Q1 2022.

Advisory Alpha reported no remaining iShares Core S&P US Growth ETF position as of Q1 2022 after selling out during the quarter.
Advisory Alpha sold 3,209 iShares Core S&P US Growth ETF shares in Q1 2022, an estimated $371K.
Advisory Alpha first reported a position in iShares Core S&P US Growth ETF in Q1 2020 and held it in 4 quarters.
Advisory Alpha's iShares Core S&P US Growth ETF position peaked at $371K in Q4 2021.
526 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2022.

Based on Advisory Alpha's 13F filing for Q1 2022, filed 2 May 2022.