AT
IUSG icon

Arden Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Arden Trust’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
Q2 		$686K Hold
5,385
– – 0.1% 117
2024
Q1 		$631K Hold
5,385
– – 0.09% 130
2023
Q4 		$561K Buy
+5,385
New +$530K 0.08% 137
2019
Q1 		– Sell
-22,447
Closed -$1.18M – 376
2018
Q4 		$1.18M Buy
+22,447
New +$1.27M 0.21% 97

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arden Trust's IUSG Position: Q2 2024 in Review

Arden Trust held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2024 at 5,385 shares worth $686K. The position accounts for 0.1% of the portfolio, ranked #117.

Arden Trust first reported a position in IUSG in Q4 2018 and has held it in 4 quarters since. The position peaked at $1.18M in Q4 2018. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

  • Arden Trust held 5,385 shares of iShares Core S&P US Growth ETF worth $686K as of Q2 2024.
  • Arden Trust left its iShares Core S&P US Growth ETF share count unchanged in Q2 2024.
  • iShares Core S&P US Growth ETF made up 0.1% of Arden Trust's portfolio in Q2 2024, its #117 holding.
  • Arden Trust first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and has held it in 4 quarters since.
  • Arden Trust's iShares Core S&P US Growth ETF position peaked at $1.18M in Q4 2018.
  • 684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.