American Portfolios Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

American Portfolios Advisors’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 Q3	$2.11M	Sell	26,375 -180	-0.7%	-$16.2K	0.09%	225
2022 Q2	$2.22M	Buy	26,555 +409	+2%	+$37.5K	0.09%	225
2022 Q1	$2.76M	Buy	26,146 +2,803	+12%	+$291K	0.09%	223
2021 Q4	$2.7M	Buy	23,343 +3,568	+18%	+$398K	0.09%	220
2021 Q3	$2.03M	Buy	19,775 +156	+0.8%	+$16.5K	0.08%	267
2021 Q2	$1.98M	Buy	19,619 +274	+1%	+$26.4K	0.08%	264
2021 Q1	$1.76M	Buy	19,345 +1,042	+6%	+$93.9K	0.08%	256
2020 Q4	$1.62M	Sell	18,303 -2,162	-11%	-$182K	0.08%	235
2020 Q3	$1.64M	Sell	20,465 -1,058	-5%	-$82.9K	0.09%	195
2020 Q2	$1.55M	Buy	21,523 +3,433	+19%	+$228K	0.1%	193
2020 Q1	$1.03M	Sell	18,090 -7,824	-30%	-$515K	0.09%	210
2019 Q4	$1.75M	Buy	25,914 +5,083	+24%	+$329K	0.12%	164
2019 Q3	$1.31M	Buy	20,831 +250	+1%	+$15.8K	0.11%	195
2019 Q2	$1.29M	Sell	20,581 -837	-4%	-$51.5K	0.11%	191
2019 Q1	$1.29M	Buy	21,418 +3,973	+23%	+$228K	0.12%	176
2018 Q4	$919K	Buy	17,445 +12,625	+262%	+$716K	0.11%	179
2018 Q3	$299K	Buy	4,820 +1,719	+55%	+$104K	0.03%	457
2018 Q2	$177K	Buy	3,101 +287	+10%	+$16.2K	0.02%	597
2018 Q1	$154K	Buy	2,814 +800	+40%	+$44.9K	0.02%	616
2017 Q4	$108K	Buy	+2,014	New	+$106K	0.02%	705

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

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

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

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

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

American Portfolios Advisors's IUSG Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Core S&P US Growth ETF (IUSG) stake by 0.68% in Q3 2022, selling an estimated $16.2K and leaving 26,375 shares worth $2.11M. The position accounts for 0.09% of the portfolio, ranked #225.

American Portfolios Advisors first reported a position in IUSG in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.76M in Q1 2022. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

American Portfolios Advisors held 26,375 shares of iShares Core S&P US Growth ETF worth $2.11M as of Q3 2022.
American Portfolios Advisors sold 180 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $16.2K.
iShares Core S&P US Growth ETF made up 0.09% of American Portfolios Advisors's portfolio in Q3 2022, its #225 holding.
American Portfolios Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Core S&P US Growth ETF position peaked at $2.76M in Q1 2022.
513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.