Annapolis Financial Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Annapolis Financial Services’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	–	Sell	-375	Closed	-$31K	–	533
2022 Q2	$31K	Hold	375	–	–	0.01%	214
2022 Q1	$40K	Hold	375	–	–	0.01%	203
2021 Q4	$43K	Hold	375	–	–	0.01%	199
2021 Q3	$38K	Buy	+375	New	+$39.6K	0.01%	192
2021 Q2	–	Sell	-1,366	Closed	-$124K	–	443
2021 Q1	$124K	Hold	1,366	–	–	0.05%	115
2020 Q4	$121K	Buy	+1,366	New	+$115K	0.05%	105

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

Annapolis Financial Services's IUSG Position: Q3 2022 in Review

Annapolis Financial Services sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2022, closing a stake of 375 shares — an estimated $31K sold.

Annapolis Financial Services first reported a position in IUSG in Q4 2020 and held it in 6 quarters. The position peaked at $124K in Q1 2021. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

Annapolis Financial Services reported no remaining iShares Core S&P US Growth ETF position as of Q3 2022 after selling out during the quarter.
Annapolis Financial Services sold 375 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $31K.
Annapolis Financial Services first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 6 quarters.
Annapolis Financial Services's iShares Core S&P US Growth ETF position peaked at $124K in Q1 2021.
513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on Annapolis Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.