Ahrens Investment Partners’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$7.37K	Buy	+83	New	+$7.07K	﹤0.01%	696
2022 Q3	–	Sell	-83	Closed	-$7K	–	535
2022 Q2	$7K	Hold	83	–	–	﹤0.01%	714
2022 Q1	$9K	Sell	83 -295	-78%	-$30.6K	﹤0.01%	755
2021 Q4	$44K	Buy	+378	New	+$42.1K	0.02%	424

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Ahrens Investment Partners's IUSG Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Core S&P US Growth ETF (IUSG) in Q1 2023: 83 shares worth $7.37K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IUSG as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IUSG in Q4 2021 and has held it in 4 quarters since. The position peaked at $44K in Q4 2021. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

Ahrens Investment Partners held 83 shares of iShares Core S&P US Growth ETF worth $7.37K as of Q1 2023.
iShares Core S&P US Growth ETF was a new Ahrens Investment Partners position in Q1 2023.
iShares Core S&P US Growth ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #696 holding.
Ahrens Investment Partners first reported a position in iShares Core S&P US Growth ETF in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's iShares Core S&P US Growth ETF position peaked at $44K in Q4 2021.
553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.