BAMCO Inc
IUSG icon

BAMCO Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

BAMCO Inc’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
2023
Q1 		– Sell
-2,663
Closed -$217K – 374
2022
Q4 		$217K Buy
+2,663
New +$223K ﹤0.01% 362

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Jones Financial Companies
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JMPWA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BAMCO Inc's IUSG Position: Q1 2023 in Review

BAMCO Inc sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2023, closing a stake of 2,663 shares — an estimated $217K sold.

BAMCO Inc first reported a position in IUSG in Q4 2022 and held it in 1 quarter. The position peaked at $217K in Q4 2022. 553 funds tracked by Wall St. Rank hold IUSG as of Q1 2023.

  • BAMCO Inc reported no remaining iShares Core S&P US Growth ETF position as of Q1 2023 after selling out during the quarter.
  • BAMCO Inc sold 2,663 iShares Core S&P US Growth ETF shares in Q1 2023, an estimated $217K.
  • BAMCO Inc first reported a position in iShares Core S&P US Growth ETF in Q4 2022 and held it in 1 quarter.
  • BAMCO Inc's iShares Core S&P US Growth ETF position peaked at $217K in Q4 2022.
  • 553 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2023.

Based on BAMCO Inc's 13F filing for Q1 2023, filed 15 May 2023.