Baker Tilly Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Baker Tilly Wealth Management’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	–	Sell	-3,445	Closed	-$404K	–	346
2024 Q1	$404K	Hold	3,445	–	–	0.07%	296
2023 Q4	$359K	Hold	3,445	–	–	0.06%	358
2023 Q3	$327K	Sell	3,445 -528	-13%	-$51.8K	0.05%	349
2023 Q2	$388K	Hold	3,973	–	–	0.04%	400
2023 Q1	$353K	Hold	3,973	–	–	0.04%	416
2022 Q4	$324K	Sell	3,973 -27	-0.7%	-$2.26K	0.04%	420
2022 Q3	$321K	Hold	4,000	–	–	0.04%	400
2022 Q2	$335K	Sell	4,000 -666	-14%	-$61.1K	0.04%	395
2022 Q1	$493K	Sell	4,666 -3,733	-44%	-$388K	0.05%	351
2021 Q4	$971K	Buy	8,399 +996	+13%	+$111K	0.1%	207
2021 Q3	$758K	Buy	7,403 +3,733	+102%	+$394K	0.1%	220
2021 Q2	$371K	Buy	3,670 +165	+5%	+$15.9K	0.06%	350
2021 Q1	$318K	Buy	3,505 +60	+2%	+$5.41K	0.07%	345
2020 Q4	$306K	Buy	+3,445	New	+$290K	0.09%	237

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Baker Tilly Wealth Management's IUSG Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2024, closing a stake of 3,445 shares — an estimated $404K sold.

Baker Tilly Wealth Management first reported a position in IUSG in Q4 2020 and held it in 14 quarters. The position peaked at $971K in Q4 2021. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

Baker Tilly Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 3,445 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $404K.
Baker Tilly Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 14 quarters.
Baker Tilly Wealth Management's iShares Core S&P US Growth ETF position peaked at $971K in Q4 2021.
684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.