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Bangor Savings Bank’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bangor Savings Bank’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
-70
Closed -$8.21K – 524
2024
Q1 		$8.21K Buy
+70
New +$7.79K ﹤0.01% 423

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

Bangor Savings Bank's IUSG Position: Q2 2024 in Review

Bangor Savings Bank sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2024, closing a stake of 70 shares — an estimated $8.21K sold.

Bangor Savings Bank first reported a position in IUSG in Q1 2024 and held it in 1 quarter. The position peaked at $8.21K in Q1 2024. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

  • Bangor Savings Bank reported no remaining iShares Core S&P US Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Bangor Savings Bank sold 70 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $8.21K.
  • Bangor Savings Bank first reported a position in iShares Core S&P US Growth ETF in Q1 2024 and held it in 1 quarter.
  • Bangor Savings Bank's iShares Core S&P US Growth ETF position peaked at $8.21K in Q1 2024.
  • 684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

Based on Bangor Savings Bank's 13F filing for Q2 2024, filed 15 Jul 2024.