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

Alpha Financial 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
2024 Q4	–	Sell	-1,743	Closed	-$230K	–	118
2024 Q3	$230K	Buy	+1,743	New	+$222K	0.16%	91

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Alpha Financial Partners's IUSG Position: Q4 2024 in Review

Alpha Financial Partners sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2024, closing a stake of 1,743 shares — an estimated $230K sold.

Alpha Financial Partners first reported a position in IUSG in Q3 2024 and held it in 1 quarter. The position peaked at $230K in Q3 2024. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

Alpha Financial Partners reported no remaining iShares Core S&P US Growth ETF position as of Q4 2024 after selling out during the quarter.
Alpha Financial Partners sold 1,743 iShares Core S&P US Growth ETF shares in Q4 2024, an estimated $230K.
Alpha Financial Partners first reported a position in iShares Core S&P US Growth ETF in Q3 2024 and held it in 1 quarter.
Alpha Financial Partners's iShares Core S&P US Growth ETF position peaked at $230K in Q3 2024.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.