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Axim Planning & Wealth’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Axim Planning & Wealth’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
-7
Closed -$1K – 165
2022
Q2 		$1K Buy
+7
New +$642 ﹤0.01% 132

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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Axim Planning & Wealth's IUSG Position: Q3 2022 in Review

Axim Planning & Wealth sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

Axim Planning & Wealth first reported a position in IUSG in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

  • Axim Planning & Wealth reported no remaining iShares Core S&P US Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 7 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $1K.
  • Axim Planning & Wealth first reported a position in iShares Core S&P US Growth ETF in Q2 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's iShares Core S&P US Growth ETF position peaked at $1K in Q2 2022.
  • 513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on Axim Planning & Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.